Ashley Catherine Wallace

Current Employers

Employment History

• 08/2013 → 05/2017
  Montana State University
  Bozeman, MT
• 11/2016 → 04/2018
  Rocking R Bar
  Bozeman, MT
• 06/2018 → 04/2019
  Unemployed, While Traveling For Medical Care And Treatment
  Cleveland, Salt Lake City, Vail, Los Angeles, CA
• 04/2019 → 08/2020
  Emris International
  Livingston, MT
• 11/2020 → 04/2021
  Innovative Financial Group
  Livingston, MT
• 04/2021 → 11/2022
  Family First Life
  Livingston, MT
• 01/2023 → 04/2024
  Thrivent Investment Management Inc.
  Bozeman, MT
• 01/2022 → 06/2022
  American Solar
  Livingston, MT
• 05/2023 → 04/2024
  Thrivent Financial
  Appleton, WI
• 04/2024 → Present
  Principal Securities, Inc.
  Bozeman, MT
• 04/2024 → Present
  Principal Life Insurance Company
  Bozeman, MT

Previous Registrations

• 2023-05-30 → 2024-05-01
  Thrivent Investment Management Inc.
  Minneapolis, MN
  Bozeman, MT
  Bozeman, MT

Other Businesses

**FIXED INSURANCE POSITION: Agent NATURE: null INVESTMENT RELATED: Yes NUMBER OF HOURS: 60 SECURITIES TRADING HOURS: 40 START DATE: 06/01/2024 ADDRESS: 2005 Gilkerson Dr. Unit E, Bozeman MT 59715, United States DESCRIPTION: Fixed insurance: Life, disability, annuities, long-term care, health, Medicare supplements, group benefits **CHRIS'S HANDYWORK LLC POSITION: Construction & Rental income NATURE: Real Estate Rental Income INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2024 ADDRESS: 17 Venus Ln., Emigrant MT 59027, United States DESCRIPTION: This is my husband's company, he does some construction on rental properties for his family, and we get income from one of the properties. **FERTILITY FRIENDLY LLC POSITION: Board member & founder NATURE: Board Member/Officer/Director of an Organization INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2024 ADDRESS: 5119 Dragon Fly St, Bozeman MT 59718, United States DESCRIPTION: I am a board member of this Foundation which is a nonprofit meant to help provide resources and helpful information to families struggling with fertility. **SPECIAL OLYMPICS POSITION: Event/Support Coordinator NATURE: Board Member/Officer/Director of an Organization INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 09/30/2025 ADDRESS: Hope Lutheran 2152 W Graf St, Bozeman MT 59718, United States DESCRIPTION: My role would be as a Event/Support coordinator to help groups and volunteers host events where local members of the community can donate time or resources to help Special Olympics Montana. I would be tasked with reaching out to other volunteers for Special Olympics that will help make events and fundraisers organized and successful. **THE LITTLE KITCHEN OF FALLS CREEK POSITION: Business Owner NATURE: Owner/Partner/of LLC/S-Corp/REIT INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2026 ADDRESS: 330 Falls Cr Rd, Livingston MT 59047, United States DESCRIPTION: My mom has an existing clientele base of nutrition and physical training clients who consist of people in Clyde Park and Livingston Montana who have expressed interest in wellness shots, micronized greens, pizza crust, and ice creams with clean ingredients. We are in the process of making a website and an app that will help people get access to buying these products along with having a free educational app helping people differentiate between harmful and helpful ingredients.

Exams

• S66 Uniform Combined State Law Examination
  2023-05-29
• S63 Uniform Securities Agent State Law Examination
  2023-05-18

Other Names

• Ashley Catherine Kerkaert