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Ashley Chambers

Advisor at Cetera

Updated today

Location

Lena, IL 61048

Credentials

Series 63, Series 65

Industry experience

7 years

About

Ashley Chambers is a financial advisor at Cetera with Series 63 and Series 65 credentials and six years of industry experience. She has been with Cetera and Cetera Investment Services LLC since 2016 and also works at Citizens State Bank, where she serves as a retail banking manager and trust assistant. Chambers is a 51% owner of Chambers Services Plus LLC, a land clearing business. Cetera Investment Advisers serves individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, combining retirement and trust capabilities with a broad advisory platform.

Client services

Based on Cetera

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on Cetera

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy

Occupation focus

Based on Cetera

Founder/Business Owner Executive Retired

Demographic focus

Based on Cetera

HENRY (High Earners, Not Rich Yet) Approaching retirement

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Fee options

Fixed

Flat fees for financial planning and consulting negotiated with client

Percentage

$0 - $250,000: Up to 2.75% $250,001 - $500,000: Up to 2.50% $500,001 - $750,000: Up to 2.00% $750,001 - $1,000,000: Up to 1.75% $1,000,001 - $2,000,000: Up to 1.50% $2,000,001 - $5,000,000: Up to 1.25% $5,000,001+: As low as 0.75% (varies by program)

Project-based

Hourly consulting and financial planning rates negotiated with client

Other

Account minimum: $5,000 Minimum fee: Minimum program fees ranging from $99 to $199 annually depending on program Fee-only: Flat or hourly fees for financial planning and consulting services, negotiated case-by-case

Location

102 West Main Street

Lena, IL 61048

Most active in

Illinois

Work history

Cetera

2020 - Present (6 years)

Cetera Investment Services Llc

2016 - Present (10 years)

Citizens State Bank

2011 - Present (15 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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