Ashley M. Dixon
MY MONEY PERSON
Leavenworth, KS
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CRD#: 5976614
Professional summary
Ashley Marie Dixon, CFP®, who also goes by Ashley M Bosco, is a registered financial advisor currently at MY MONEY PERSON located in Leavenworth, Kansas.
Ashley is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Ashley has worked at 2 firms .
Biography
I am a military spouse, mother to two children — Savannah (7) and James (5) — and cat, Joey. We currently live in the sunflower state of Kansas: where the sunflowers bloom for two glorious weeks and the rest of the year the weather is brutally hot, bitterly cold, or occasionally, a perfect 72 degrees. I grew up in South Carolina, but have lived in many amazing places — Australia as a young child, Spain during college, and (through the many moves with the military) Texas, Hawaii, Colorado, and soon to be, Germany!
I became a CERTIFIED FINANCIAL PLANNER™ over 10 years ago with the hopes of helping people gain understanding about their finances and feel confident making money decisions. When I left my small town bubble and went to my large state university, I loved meeting people from different backgrounds and from different parts of the state and country. However, I quickly realized that a lot of people felt confused about money. Fortunately, growing up, my dad worked in the insurance industry and taught me a lot about the basics of personal finance. It was in college that I began to recognize what a low priority financial literacy was, and still is, to the curriculums in primary and secondary educational institutions. I wanted to change that. I felt empowered as I gained the education and experience necessary to to become a CFP®. Now, I get to use that same information to empower others.
Question & Answer
What are your service offerings?
Life Transitions
Employee and Employer Plan Ben...
Debt Management
Budgeting
Insurance Planning
Comprehensive Financial Planni...
Do you have an area of expertise or specialization?
Cash Flow/Budgets/Credit Issue...
College/Education Planning
Financial Psychology/Coaching
Fixed Fee (Subscription, Retai...
Generation X
Hourly
Are you a "fiduciary"?
Yes
Aliases
Ashley M Bosco
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 Ashley Marie Dixon'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: 2014
Experience
Current
February 16, 2022 - Present
MY MONEY PERSON
RIA
CRD#: 317502
Leavenworth, KS
Past
October 17, 2019 - October 21, 2021
GEN Y PLANNING
RIA
CRD#: 167656
Colorado Springs, CO
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
Kansas(2/16/2022)
Exams
Current Firm
MY MONEY PERSON
MY MONEY PERSON | MY MONEY PERSON LLC
CRD#: 317502 / SEC#:
Kansas
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Contact information
Main Address
Wiesbaden
Mailing Address
Phone number
(803) 606-8740
Established
Firm type
Fiscal year end
# of Employees
1
Red Flags
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