Ashton Wolter, financial advisor Kirksville MO

Ashton Wolter

CRD Number: 6287970
Current Firm: Cambridge Investment Research Advisors, Inc.

Ashton Wolter (CRD# 6287970) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Kirksville, MO and has over 8 years of experience in the finance industry.

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Cambridge Investment Research Advisors, Inc.
Company Name Location Dates Years
Cambridge Investment Research, Inc. Fairfield, IA Jan 2017 - Current 7
Cambridge Investment Research Advisors, Inc. Fairfield, IA Jan 2017 - Current 7
Financial Planners Of Missouri Kirksville, MO Jan 2016 - Current 8
National Planning Corporation Kirksville, MO Jan 2014 - Jan 2017 3
Financial Planners Of Missouri Kirksville, MO Jan 2014 - Dec 2015 1
Truman State University Kirksville, MO Aug 2012 - May 2015 2
Downtown Cinema 8 Kirksville, MO Aug 2010 - Apr 2014 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2015
Contact Info for Ashton N. Wolter
Phone Number: 641-472-5100
Registered State(s):
  • MO
  • TX
By the Numbers
  • Total Assets Under Management
    82,428
    MILLIONS
  • Total Number of Accounts
    461,370
    ACCOUNTS
  • Average Account Value
    $178,659
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • 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
  • Selection of other advisers (including private fund managers)
  • Market timing services
  • Educational seminars/workshops
Types of Clients
Registered States

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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