Ashlee I. Desteiger
GUNDER WEALTH MANAGEMENT
Birmingham, MI
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CRD#: 5926327
Professional summary
Ashlee Isola Desteiger, CFP®, who also goes by Ashlee Isola Bassano, Ashlee Isola De Steiger, is a registered financial advisor currently at GUNDER WEALTH MANAGEMENT, LLC located in Birmingham, Michigan.
Ashlee is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Ashlee has worked at 2 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Biography
Whether you lack time, skill, or discipline, I believe you need a financial advisor to stay accountable and be proactive. It's easy to document your plan on paper but if someone isn't in your corner looking out for your financial well-being or adjusting your plan as life changes, it's easy to get off track. I want to partner with you to give you confidence in the decisions you make and free up your time enabling you to live your ideal life. Selecting a financial advisor is about developing a partnership with someone who is relatable and simplifies the process. My goal is to do more than manage your investments; I strive to deliver an advice-driven experience that you can count on.
Ashlee majored in Finance and Accounting at Miami University in Oxford, OH, and earned her Masters in Accountancy from Miami. Ashlee is a CFA(R) charterholder, a CFP(R) professional, and a CPA (inactive). Locally, Ashlee is a board member of the CFA Society of Detroit and a member of the Finance Committee of IMPACT100 of Oakland County. Ashlee and her husband Joe have three kids: Bennett, Graham, and Riggs.
Question & Answer
What are your service offerings?
Comprehensive Financial Planni...
Investment Planning
Tax Planning
Education Planning
Budgeting
Do you have an area of expertise or specialization?
AUM
Business Owners
Entrepreneurs
Fixed Fee (Subscription, Retai...
Hourly
Investment Advice with Ongoing...
Are you a "fiduciary"?
Yes
Aliases
Ashlee Isola Bassano | Ashlee Isola De Steiger
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Ashlee Isola Desteiger's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2019
Experience
Current
April 22, 2019 - Present
GUNDER WEALTH MANAGEMENT, LLC
RIA
CRD#: 301258
Birmingham, MI
Past
September 22, 2016 - April 10, 2019
RAYMOND JAMES FINANCIAL SERVICES, INC.
BD
CRD#: 6694
TROY, MI
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
GUNDER WEALTH MANAGEMENT, LLC
GUNDER WEALTH MANAGEMENT, LLC
CRD#: 301258 / SEC#: 801-131611
RIA
Registered Investment Advisory firm - (12/13/2024 Approved)Illinois
Registered Investment Advisory firm - (8/27/2020 Approved)Michigan
Registered Investment Advisory firm - (4/16/2019 Approved)Texas
Registered Investment Advisory firm - (10/12/2020 Conditional Restricted)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Illinois(8/27/2020)
IAR
Michigan(4/22/2019)
IAR
Texas(10/14/2020)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
GUNDER WEALTH MANAGEMENT, LLC
GUNDER WEALTH MANAGEMENT, LLC
CRD#: 301258 / SEC#: 801-131611
RIA
Registered Investment Advisory firm - (12/13/2024 Approved)Illinois
Registered Investment Advisory firm - (8/27/2020 Approved)Michigan
Registered Investment Advisory firm - (4/16/2019 Approved)Texas
Registered Investment Advisory firm - (10/12/2020 Conditional Restricted)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Birmingham, MI
Mailing Address
Phone number
(248) 686-0820
Established
Firm type
Fiscal year end
# of Employees
2
SEC notice filing (1 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 538 |
| AUM (Assets Under Management) | $ 106,651,387 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
