Elizabeth Lauren Ashley

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 12/2016 → 03/2021
  Securities America, Inc.
  Oak Park, MI
• 03/2021 → 06/2024
  Securities America, Inc
  Oak Park, MI
• 01/2014 → 12/2017
  Cornerstone Grill
  Southgate, MI
• 07/2021 → 06/2024
  Securities America Advisors
  Oak Park, MI
• 06/2024 → Present
  Osaic Wealth, Inc.
  Oak Park, MI

Previous Registrations

• 2021-07-13 → 2024-06-14
  Securities America Advisors, Inc.
  Oak Park, MI

Other Businesses

1. DBA - The FIRM Advisors 2. LIFE INSURANCE POSITION: Life Insurance Agent NATURE: I occasionally sell Life Insurance Policies through different carriers such as Kansas City Life and Mutual of Omaha Etc. INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/01/2021 ADDRESS: 13691 W. 11 Mile Rd., Oak Park MI 48237, United States DESCRIPTION: Helping clients buy Life Insurance/Fixed annuities etc. Illustrations are usually provided. I help clients with the applications and getting forms submitted to the carriers.

Exams

• S66 Uniform Combined State Law Examination
  2021-07-02