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Ashley Lauren Ketchum is an Investment Advisor Representative with Captrust Financial Advisors. Ashley is registered in Michigan as an Investment Advisor Representative and has passed the Series 65 exam. Ashley holds a variety of specializations, including providing financial planning, pension consulting, and selection of other advisors. Ashley has prior experience as a full-time student and at Albion College.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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MI
08/28/2023 - Present
Captrust Financial Advisors (HOLLAND MI)
IA
Issued 08/28/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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