Ashlee Wochholz (CRD# 6841373) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Bloomington, IL and has over 6 years of experience in the finance industry.
CRD# 7074382
Three Sixty Wealth Management, LLC
CRD# 1743751
Cetera Investment Advisers LLC
CRD# 1882111
Nepsis, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Osaic Institutions. Inc. | Meriden, CT | Jan 2024 - Current | < 1 |
| Inb | Bloomington, IL | Jan 2024 - Current | < 1 |
| Edward Jones | St. Louis, MO | Apr 2021 - Jan 2024 | 2 |
| Wells Fargo Clearing Services, LLC | Bloomington, IL | Jul 2017 - Apr 2021 | 3 |
| Country Financial | Bloomington, IL | May 2008 - May 2017 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2017 |
- IL
-
Total Assets Under Management3,627MILLIONS
-
Total Number of Accounts8,478ACCOUNTS
-
Average Account Value$427,771
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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