Ashley Morgan Hare

Current Employers

Employment History

• 09/2018 → 12/2024
  Clearwater Financial, Osaic Wealth Fka Woodbury Financial
  Plainwell, MI
• 06/2018 → 07/2018
  Captain Boom Fireworks
  Otsego, MI
• 09/2006 → 11/2022
  Student
  Otsego, MI
• 12/2024 → Present
  Osaic Wealth Inc
  Plainwell, MI

Other Businesses

CLEARWATER FINANCIAL INC POSITION: Paraplanner, CFP NATURE: DBA - doing business as - Securities, fixed insurance, & tax preparation all run under the name Clearwater Financial, Inc. INVESTMENT RELATED: Yes NUMBER OF HOURS: 128 SECURITIES TRADING HOURS: 128 START DATE: 09/10/2018 ADDRESS: 104 E Grant Street, Plainwell MI 49080, United States DESCRIPTION: Administration, account and client services pertaining to all aspects of business. TAX PREPARATION POSITION: Preparer NATURE: Tax Preparation - 1040 Federal & State tax returns INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 02/01/2024 ADDRESS: 104 E Grant Street, Plainwell MI 49080, United States DESCRIPTION: Tax Preparation - 1040 Federal & State returns FIXED INSURANCE SALES POSITION: agent NATURE: Fixed Insurance Sales, including but not limited to, life, health and fixed annuity sales. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 11/28/2022 ADDRESS: 104 E Grant St, Plainwell MI 49080, United States DESCRIPTION: Fixed Insurance Sales, including but not limited to life, health, and fixed annuity sales.

Exams

• S66 Uniform Combined State Law Examination
  2025-02-15

Designations