Ashley Ann Loveall
Professional Summary
Ashley Ann Loveall, who also goes by Ashley Loveall, is a registered financial advisor currently at ATARAXIS ADVISORS LLC located in Lansing, Michigan and OSAIC WEALTH, INC. located in Lansing, Michigan. Ashley is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2012. Ashley has worked at 4 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Ashley Loveall
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Videos & Posts
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FOGUTH WEALTH MANAGEMENT, LLC.
Contact Information
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FOGUTH WEALTH MANAGEMENT, LLC.
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Years of Experience
14 years in the financial services industry
Current & Past Employments
Current
Past
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FOGUTH WEALTH MANAGEMENT, LLC.
Current Firm
ATARAXIS ADVISORS LLC | ATARAXIS WEALTH MANAGEMENT LLC
Contact Information
Main Address
4293 Five Oaks Drive, Lansing, MI 48911Phone Number
(517) 882-7800# of Employees
2Documents
Regulatory Assets Under Management
Total Number of Accounts
274AUM (Assets Under Management)
$70,627,175Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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FOGUTH WEALTH MANAGEMENT, LLC.
State Registrations and Notice Filings
(6/14/2024)
(6/14/2024)
(6/14/2024)
(6/30/2026)
(6/4/2026)
(6/14/2024)
(12/12/2023)
(6/14/2024)
(8/21/2026)
(6/14/2024)
(6/14/2024)
(6/14/2024)
(6/14/2024)
(6/14/2024)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
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FOGUTH WEALTH MANAGEMENT, LLC.
CRS (Client Relationship Summary) - RIA
Click below to view Ashley Ann Loveall's CRS (Customer Relationship Summary).
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FOGUTH WEALTH MANAGEMENT, LLC.
