Ashlee VenemanCRD Number: 6397955
Current Firm: The Planning Center, Inc.
Ashlee Veneman (CRD# 6397955) is an Investment Advisor Representative working at The Planning Center, Inc. in Fresno, CA and has over 3 years of experience in the finance industry.
Diversified Wealth Management Solutions, LLC
Scf Investment Advisors, Inc.
Cetera Investment Advisers LLC
|The Planning Center, Inc.||Fresno, CA||Jan 2014 - Current||4|
|Beechwood Wealth Advisors, LLC||Fresno, CA||Aug 2007 - Jan 2014||6|
|Cenco Magazine Service||Fresno, CA||Jun 2007 - Aug 2007||< 1|
|Savemart Supermarkets||Fresno, CA||Mar 2006 - May 2007||1|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Sep 2014|
Total Assets Under Management625MILLIONS
Total Number of Accounts2,817ACCOUNTS
Average Account Value$221,960
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
AK, AZ, CA, CO, FL, IA, IL, IN, LA, MN, MO, NY, SC, TX, UT, WA, WI