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Ashlynne Michelle Pala

Waverly Advisors, LLC

Birmingham, AL

Merrillville, IN

CRD 6867263

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Employer firm

Waverly Advisors, LLC CRD 115332

$29.9B regulatory AUM 69 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Pension consulting

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

Current Employers
Waverly Advisors, Llc

600 University Park Place Suite 501, Birmingham, AL 35209 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2024-01-09
IN RA APPROVED 2024-01-09
TX RA APPROVED 2024-01-09
  • IL RA
    APPROVED
    Since 2024-01-09
  • IN RA
    APPROVED
    Since 2024-01-09
  • TX RA
    APPROVED
    Since 2024-01-09

Branch Locations

600 University Park Place Suite 501, Birmingham, AL 35209 • United States

101 E. 90Th Drive Suite A, Merrillville, IN 46410 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Purdue University West Lafayette IN 08/2017 05/2019
Ivy Tech Community College Lafayette IN 08/2014 05/2017
The Pint West Lafayette IN 12/2018 05/2019
Dogs N' Suds West Lafayette IN 07/2012 05/2019
Victoria Secret Lafayette IN 10/2015 05/2019
Purdue Federal Credit Union West Lafayette IN 05/2017 05/2019
Strategiq Financial Group, Llc Merillville IN 05/2019 03/2024
Waverly Advisors, Llc Merrillville IN 01/2024 Present
  • 08/2017 → 05/2019
    Purdue University
    West Lafayette, IN
  • 08/2014 → 05/2017
    Ivy Tech Community College
    Lafayette, IN
  • 12/2018 → 05/2019
    The Pint
    West Lafayette, IN
  • 07/2012 → 05/2019
    Dogs N' Suds
    West Lafayette, IN
  • 10/2015 → 05/2019
    Victoria Secret
    Lafayette, IN
  • 05/2017 → 05/2019
    Purdue Federal Credit Union
    West Lafayette, IN
  • 05/2019 → 03/2024
    Strategiq Financial Group, Llc
    Merillville, IN
  • 01/2024 → Present
    Merrillville, IN
Previous Registrations
  • 2021-06-07 → 2024-03-23
    Strategiq Financial Group, Llc
    Lafayette, IN
    Merrillville, IN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-06-07
  • S65 Uniform Investment Adviser Law Examination
    2021-06-07
Designations
  • Certified Financial Planner
Other Names
  • Ashlynne M Husmann
  • Ashlynne M Pala
  • Ashlynne Michelle Husmann

View on SEC IAPD

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