Unclaimed
Brooke Ashland is a registered investment advisor representative with Cutler Investment Group, a firm based in Jacksonville, OR. Brooke is also a property owner/manager, business consultant and restaurant owner. Brooke has been in the financial industry since February 2014 and holds a Series 65 license. Brooke has worked with a variety of clients, including individuals, businesses, investment companies, charitable organizations, and pension and profit-sharing plans. Cutler Investment Group provides financial planning, portfolio management, and pension consulting services to individuals, businesses, and investment companies.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
1
2
OR
04/16/2014 - Present
Cutler Investment Group (JACKSONVILLE OR)
IA
Issued 12/07/2011
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Brooke Ashland is the right advisor for you? Invested Better is here to help.