Ashley MoulisCRD Number: 6247864
Current Firm: Creative Planning
Ashley Moulis (CRD# 6247864) is an Investment Advisor Representative working at Creative Planning in Omaha, NE and has over 3 years of experience in the finance industry.
Cambridge Investment Research Advisors, Inc.
Wells Fargo Advisors, LLC
Mutual Of Omaha Investor Services, Inc.
|Creative Planning||Omaha, NE||Sep 2013 - Current||4|
|Creative Planning||Leawood, KS||Jan 2012 - Sep 2013||1|
|Whitestone Development||Lone Jack, MO||May 2011 - Dec 2011||< 1|
|Bwd Inspections||Lone Jack, MO||Apr 2006 - Dec 2011||5|
|Cedarville University||Cedarville, OH||Aug 2007 - May 2011||3|
|Children's Orchard||Lee's Summit, MO||Sep 2006 - Aug 2007||< 1|
|Home School||Lone Jack, MO||Aug 2003 - Aug 2007||4|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Nov 2013|
Total Assets Under Management18,577MILLIONS
Total Number of Accounts53,389ACCOUNTS
Average Account Value$347,963
- A percentage of assets under your management
- 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