Ashley Nicole Janosek
Investment adviser representative at Trillium Wealth LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$544.6MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Cwm, LLCApr 2025 to now
- Trillium Wealth LLCJul 2024 to now
- Osaic Wealth, Inc.Jun 2024 to Jul 2024
- Securities America, Inc.Apr 2024 to Jun 2024
- Watts & AssociatesJan 2022 to Dec 2022
- Synergy Financial ServicesJan 2016 to Jul 2024
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (IL).
Trillium Wealth LLC
$544.6MAssets managed
629Clients
7Advisers
Under 1 yearIn 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
- 6652722
- Firm CRD
- 341186