Debra Allison-Aasby (CRD# 5787766) is an Investment Advisor Representative working at Great Lakes Financial Strategies, LLC in Oshkosh, WI and has over 12 years of experience in the finance industry.
CRD# 5809177
Osaic Wealth, Inc.
CRD# 3078445
Mcglone Suttner Wealth Management, Inc.
CRD# 2186552
Commonwealth Financial Network
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Great Lakes Financial Strategies, LLC | Oshkosh, WI | Oct 2022 - Current | 1 |
| Compass Dedicated Financial Solutions, LLC | Oshkosh, WI | Jun 2020 - Current | 3 |
| Lakeshore Coffee Co | Oshkosh, WI | Jul 2009 - Current | 14 |
| Carl M. Hennig, Inc. | Oshkosh, WI | Jan 2019 - Oct 2022 | 3 |
| Fox Valley Pro Basketball | Oshkosh, WI | Dec 2017 - Jan 2019 | 1 |
| Windward Wealth Strategies, Inc. | Oshkosh, WI | Apr 2017 - Aug 2018 | 1 |
| Dewitt Londre LLC | Appleton, WI | Apr 2016 - Apr 2017 | 1 |
| Edward Jones | St Louis, MO | May 2013 - Nov 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Sep 2011 |
| S63 | Uniform Securities State Law Examination | May 2019 |
- WI
-
Total Assets Under Management3MILLIONS
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Total Number of Accounts22ACCOUNTS
-
Average Account Value$137,557
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
WI
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