Ashley Musselman (CRD# 5751217) is an Investment Advisor Representative working at Cg Advisory Services in Munising, MI and has over 14 years of experience in the finance industry.
CRD# 4640997
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Capital Asset Advisory Services - Dba Cg Financial Services | Haslett, MI | Feb 2022 - Current | 2 |
| Lpl Financial LLC | Marquette, MI | Jun 2020 - Feb 2022 | 1 |
| Commonwealth Financial Network | Waltham, MA | Nov 2019 - Jun 2020 | < 1 |
| J.p. Morgan Securities LLC | Traverse City, MI | Jul 2014 - Sep 2019 | 5 |
| Buffalo Wild Wings | Traverse City, MI | Nov 2015 - Feb 2016 | < 1 |
| Jpmorgan Chase Bank | Traverse City, MI | Jan 2010 - Jul 2014 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2010 |
| S66 | NASAA Uniform Combined State Law Examination | Sep 2014 |
- MI
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Total Assets Under Management3,215MILLIONS
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Total Number of Accounts17,241ACCOUNTS
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Average Account Value$186,499
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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)
- Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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