Ashley Elizabeth Crotwell
Investment adviser representative at Mesirow Financial Investment Management, Inc.
14 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$50.4BFirm 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 assetsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
14 years in the industry.
- Mesirow Financial Investment Management, Inc.Jan 2025 to now
- Sequoia Financial AdvisorsJun 2023 to now
- Sequoia Financial Group, LLCJun 2023 to now
- Triad Financial AdvisorsMar 2020 to May 2023
- Bankers LifeOct 2019 to Mar 2020
- Unemployed/travelDec 2018 to Oct 2019
- United TechnologiesAug 2012 to Dec 2018
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 2 states (FL, IL).
Mesirow Financial Investment Management, Inc.
$50.4BAssets managed
90,291Clients
88Advisers
40 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
- 7240595
- Firm CRD
- 111135