Ashley Renee Brewster

Employer firm

Mariner CRD 140195

$125B regulatory AUM 216 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2020 → 11/2021
  Charles Schwab & Co., Inc.
  Cincinnati, OH
• 01/2020 → 11/2021
  Charles Schwab Bank
  Cincinnati, OH
• 03/2017 → 08/2018
  Dinsmore & Shohl, Llp
  Cincinnati, OH
• 03/2016 → 01/2017
  Manley Deas Kochalski, Llc
  Columbus, OH
• 11/2015 → 02/2017
  Private Babysitter
  Cincinnati, OH
• 02/2019 → 01/2020
  Law And Leadership Institute
  Dayton, OH
• 08/2014 → 12/2016
  The Ohio State University
  Columbus, OH
• 08/2018 → 05/2019
  University Of Dayton
  Dayton, OH
• 11/2021 → 10/2024
  Ubs Financial Services.iNc
  Cincinnati, OH
• 10/2024 → Present
  Mariner Wealth Advisors
  Overland Park, KS

Previous Registrations

• 2023-05-01 → 2024-10-15
  Ubs Financial Services Inc.
  Cincinnati, OH
  Cincinnati, OH

Exams

• S66 Uniform Combined State Law Examination
  2023-04-28
• S63 Uniform Securities Agent State Law Examination
  2020-07-16