Ashleigh KurzweilCRD Number: 6309297
Current Firm: Advice And Planning Services
Ashleigh Kurzweil (CRD# 6309297) is an Investment Advisor Representative working at Advice And Planning Services in Denver, CO and has over 7 years of experience in the finance industry.
Meridian Wealth Management LLC
Thrivent Advisor Network, LLC
|Tiaa||Denver, CO||Feb 2009 - Current||12|
|Tiaa-cref Individual & Institutional Services, LLC||Denver, CO||Feb 2009 - Current||12|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 2014|
|S65||NASAA Investment Advisors Law Examination||Apr 2017|
Total Assets Under Management36,394MILLIONS
Total Number of Accounts78,786ACCOUNTS
Average Account Value$461,934
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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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