Ashlie Dague, financial advisor Louisville KY

Ashlie Dague

CRD Number: 7681678
Current Firm: Strategic Wealth Investment Group, LLC

Ashlie Dague (CRD# 7681678) is an Investment Advisor Representative working at Strategic Wealth Investment Group, LLC in Louisville, KY and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Strategic Wealth Designers Denver, CO Sep 2020 - Current 3
Tel Aviv University Tel Aviv, Sep 2019 - Aug 2020 < 1
Grade Power Learning Aurora, CO Aug 2018 - Sep 2019 1
Darktrace New York, NY Jul 2017 - Aug 2018 1
New York University New York, NY Sep 2013 - May 2017 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 2022
Contact Info for Ashlie D. Dague
Phone Number: 502-412-3354
Registered State(s):
  • CO
  • GA
  • IN
  • NC
  • TX
By the Numbers
  • Total Assets Under Management
    901
    MILLIONS
  • Total Number of Accounts
    22,963
    ACCOUNTS
  • Average Account Value
    $39,227
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
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
  • Educational seminars/workshops
Types of Clients
Registered States

AR, AZ, CA, CO, DC, FL, GA, IL, IN, KY, LA, MA, MD, MI, MN, MO, NC, NE, NV, OH, OK, OR, PA, SC, TN, TX, VA, WA, WI

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