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Ashley Black

Advisor at Wells Fargo Advisors

Updated today

Location

Lake Ozark, MO 65049

Credentials

Series 66

Industry experience

7 years

About

Ashley Black is a financial advisor with Wells Fargo Advisors in Lake Ozark, MO, holding a Series 66 designation and seven years of industry experience. Prior to joining Wells Fargo Advisors in 2024, she worked at Wells Fargo Clearing from 2018 to 2024, and had earlier roles at Henkel and Kelloggs. Outside of her advisory work, she operates a photography business. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options and tailored recommendations supported by firm research and tools.

Client services

Based on Wells Fargo Advisors

Financial planning Portfolio management Pension consulting Selection of other advisers
Investment consulting services to institutional clients

Expertise

Based on Wells Fargo Advisors

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting

Occupation focus

Based on Wells Fargo Advisors

Founder/Business Owner

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Fee options

Commissions

Brokerage commissions are charged if clients implement investment recommendations through Wells Fargo Advisors brokerage accounts, in addition to advisory fees.

Other

Account minimum: $250,000 Fee-only: Fee-Based Planning Services fees range from $0 up to $25,000 per engagement, varying by service complexity and client's net worth. Specific fees are as follows: For clients with a net worth $250,000 to $500,000, total fee per engagement up to $5,000; $500,000 to $1,000,000, up to $12,500; over $1,000,000, up to $25,000. Individual service fees range up to $1,000-$1,500 to $5,000-$7,500 depending on net worth and service type.

Location

2140 Bagnell Dam Blvd, Suite 301

Lake Ozark, MO 65049

Most active in

Illinois · Missouri · Texas

Work history

Wells Fargo Advisors

2024 - Present (2 years)

Wells Fargo Clearing

2018 - 2024 (6 years)

Henkel

2016 - 2018 (2 years)

Kelloggs

2004 - 2016 (12 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Brett R

Series 66

Lake Ozark, MO

Quantum Financial Partners LLC

Brett Renner is a Series 66 licensed advisor at Quantum Financial Partners LLC with 14 years of industry experience. He has been with Quantum Financial Partners since 2016. Outside of his advisory role, Renner is involved in several non-investment businesses, including ownership and operational roles in a cannabis production company and a restaurant business in the Lake Ozark area. Quantum Financial Partners provides investment advisory and portfolio management services to individuals, family trusts, corporations, foundations, and small businesses. The firm employs a combination of fundamental, technical, and quantitative analysis and manages both individual accounts and a private pooled investment vehicle with performance-based fees.

Active portfolio management Founder/Business Owner
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Keith H

PFS™, Series 65, Series 66

Sunrise Beach, MO

Dale K. Ehrhart, Inc.

Keith Heil is a financial advisor with Dale K. Ehrhart, Inc., holding the PFS™ designation along with Series 65 and Series 66 licenses. He has 24 years of industry experience and concurrently owns and operates Arise Wealth Management, LLC and Heil CPA Services, LLC. His prior experience includes roles at Arise Wealth Management and Arise CPA Services. Dale K. Ehrhart, Inc. serves individuals, high-net-worth clients, corporations, charitable organizations, and other registered investment advisers through a Family Office, a Private Client division, and a TAMP platform. The firm emphasizes client-specific Investment Policy Statements and discretionary portfolio management, employing fundamental analysis and diversified mutual fund/ETF strategies, along with more advanced trading techniques such as margin and options transactions.

Options & derivatives strategies Concentrated stock management
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Nathan M

Series 66

Osage Beach, MO

Cornerstone Wealth Management, LLC

Nathan Morse is a financial advisor with Cornerstone Wealth Management, LLC, holding a Series 66 designation and 17 years of industry experience. He has been with Cornerstone Wealth Management and LPL Financial since 2015. Outside of his advisory role, he serves as president of a family business that manages cattle, beehives, and a coin-operated car wash. Cornerstone Wealth Management serves individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations by providing asset management, financial planning, and retirement consulting. The firm employs a multi-brand model with advisor-led discretionary management and LPL-sponsored programs, emphasizing tailored investment advice and continuous account supervision.

Charitable giving & philanthropy Founder/Business Owner Retired
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Adam M

Series 66

Osage Beach, MO

Ausdal Financial Partners, Inc.

Adam Maher is a financial advisor at Ausdal Financial Partners, Inc. with nine years of industry experience. He previously worked at Moloney Securities Asset Management LLC and Moloney Securities Co., Inc. for eight years, and Smith, Moore & Co. for one year. Outside of his advisory role, Maher serves as treasurer and board member for several local nonprofit organizations focused on youth and community services. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets through a team of about 152 advisors. The firm offers investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations, utilizing a range of investment options and custodial platforms.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Retired
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Derrick B

CFP®, Series 66

Osage Beach, MO

Ausdal Financial Partners, Inc.

Derrick Brauner is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Ausdal Financial Partners, Inc. He previously worked at Moloney Securities Asset Management, LLC and Smith Moore & Co. Brauner also operates GRAND GLAIZE WEALTH MANAGEMENT as a president, dedicating significant time to its day-to-day operations. Ausdal Financial Partners manages over $2 billion in client assets and offers investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations. The firm provides a range of portfolio options through both discretionary and non-discretionary strategies and combines advisory, brokerage, and insurance services.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Retired
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Mark H

Series 63, Series 66

Osage Beach, MO

Ausdal Financial Partners, Inc.

Mark House is a financial advisor with Ausdal Financial Partners, Inc., holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He previously worked at Moloney Securities Asset Management, LLC and Smith Moore & Co. Outside of his advisory role, he is an investor in a family-owned farm-to-table food truck business. Ausdal Financial Partners manages over $2 billion in client assets and offers a range of investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations through a network of approximately 152 advisors.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Retired
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