Ashley Gabrielle Kolweier
Investment adviser representative at Assuredpartners Investment Advisors
10 yearsExperience
1 stateRegistered in
$3.9BFirm assets
6 yearsFirm in business
Are you Ashley Gabrielle Kolweier? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Assuredpartners Investment AdvisorsAug 2024 to now
- Private Client ServicesJul 2024 to now
- Assured Partners Investment AdvisorsJun 2024 to now
- Financial Solutions Midwest, LLCDec 2016 to now
- Kestra Advisory Services, LLCMar 2023 to Jul 2024
- Kestra Investment Services, LLCAug 2017 to Jul 2024
- Northwestern MutualMay 2016 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (IL).
Assuredpartners Investment Advisors
Legal name: Assuredpartners Investment Advisors, LLC
$3.9BAssets managed
2,159Clients
30Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6629763
- Firm CRD
- 309550