CCO · Arkfeld Wealth Strategies, L.L.C.
Ashley I. Brannan
CRD 6359594 · Named on Form ADV at one SEC-registered adviser
At a glance
Arkfeld Wealth Strategies, L.L.C., an SEC-registered wealth manager based in Omaha, NE with $538 million in regulatory assets, lists Ashley I. Brannan on its Form ADV as CCO, a control person.
Firms and roles
- Arkfeld Wealth Strategies, L.L.C.CCOWealth manager · Omaha, NE · $538M in regulatory assets
AtlasMembers
Ashley’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Colleagues named on the same filings
- Andrew J. ArkfeldManaging Member, Arkfeld Wealth Strategies, L.L.C.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Ashley’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.