Ashlyn Prom (CRD# 7439828) is an Investment Advisor Representative working at Beyond Wealth in Overland Park, KS and has over 2 years of experience in the finance industry.
CRD# 2074636
Financial Partners Group, Inc.
CRD# 1380183
Creative Planning
CRD# 5216324
Mariner Wealth
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Beyond Wealth | Overland Park, KS | Jan 2022 - Current | 2 |
| Goodwin Investment Advisory | Woodstock, GA | Jan 2021 - Jan 2022 | 1 |
| University Of Missouri-kansas City | Kansas City, MO | Aug 2018 - May 2021 | 2 |
| Windward Private Wealth Management | Kansas City, MO | Jan 2020 - Dec 2020 | < 1 |
| Nerd Tutors | Kansas City, MO | Aug 2018 - Jan 2020 | 1 |
| Country Club Bank | Kansas City, MO | May 2019 - Aug 2019 | < 1 |
| Good Samaritan Society Of Olathe | Olathe, KS | Jan 2018 - Jul 2019 | 1 |
| Johnson County Community College | Overland Park, KS | Jan 2018 - May 2018 | < 1 |
| Olathe Medial Center | Olathe, KS | Apr 2018 - Apr 2018 | < 1 |
| Victoria's Secret | Overland Park, KS | Sep 2017 - Dec 2017 | < 1 |
| Public School System | Gardner, KS | Aug 2011 - Dec 2017 | 6 |
| Target | Olathe, KS | Sep 2016 - Dec 2016 | < 1 |
| Panera Bread | Olathe, KS | May 2016 - Sep 2016 | < 1 |
| Gambino's Pizza | Gardner, KS | Sep 2015 - Dec 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Sep 2021 |
- CA
- KS
- MO
- OK
- TX
-
Total Assets Under Management88MILLIONS
-
Total Number of Accounts464ACCOUNTS
-
Average Account Value$190,446
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
CA, KS, MO, OK, TX
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