Ashley H. Coake
CULTIVATE FINANCIAL PLANNING
Radford, VA 24141
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CRD#: 6172130
Professional summary
Ashley Hall Coake, CFP®, who also goes by Ashley Renee Hall, is a registered financial advisor currently at CULTIVATE FINANCIAL PLANNING located in Radford, Virginia.
Ashley is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Ashley has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Biography
My favorite part of being a CERTIFIED FINANCIAL PLANNER™ professional is watching clients succeed. I am passionate about helping each client cultivate their own best financial life (current and future).
It was at Radford University, where she graduated summa cum laude, that Ashley discovered her passion for finance, thanks to some great professors and a wonderful organization. She participated in and was the first female president of the Student Managed Investment Portfolio Organization (SMIPO), which is a student led organization that manages real assets for the Radford University Foundation (almost $2,000,000 now). She continues to be involved with SMIPO by serving as Chair for the organization’s Board of Directors.
Ashley started her career in finance at the National Bank of Blacksburg during college. From there, she worked for a Broker Dealer that managed investments, where she passed her investment advisor representative and life, health, and annuity insurance licensing exams. However, it always seemed like investing was just one piece of a much larger puzzle. Continuing her push for the remaining pieces of the puzzle, she joined an independent Registered Investment Advisory firm, where she earned her CFP® certification. She constantly pursues learning and has since earned the Enrolled Agent credential, the highest credential the IRS awards. In 2018, Ashley started Cultivate Financial Planning.
When Ashley isn’t engaged in Financial Planning, you’ll likely find her outside on the farm with her husband Matt where they raise chickens, pigs, cows, and a garden.
Question & Answer
What are your service offerings?
Comprehensive Financial Planni...
Retirement Planning
Education Planning
Investment Planning
Social Security Planning
Employee and Employer Plan Ben...
Debt Management
Insurance Planning
Estate Planning
Tax Planning
Do you have an area of expertise or specialization?
Baby Boomers
Fixed Fee (Subscription, Retai...
Generation X
Insurance Related Issues
Retirement Planning & Distribu...
Tax Planning
What is your minimum asset requirement?
1
Are you a "fiduciary"?
Yes
Aliases
Ashley Renee Hall
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 Hall Coake'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: 2017
Experience
Current
November 19, 2018 - Present
CULTIVATE FINANCIAL PLANNING
Office #1: 7211 Lee Hwy Suite 600, Radford, VA 24141RIA
CRD#: 299270
Radford, VA
Past
July 22, 2017 - November 14, 2018
OLIO FINANCIAL PLANNING
RIA
CRD#: 282355
Blacksburg, VA
Past
February 2, 2016 - August 8, 2017
WEALTHCARE CAPITAL MANAGEMENT LLC
RIA
CRD#: 111119
RICHMOND, VA
Past
September 19, 2013 - January 19, 2016
STIFEL, NICOLAUS & COMPANY, INCORPORATED
RIA
CRD#: 793
RADFORD, VA
Past
August 5, 2013 - January 19, 2016
STIFEL, NICOLAUS & COMPANY, INCORPORATED
BD
CRD#: 793
RADFORD, VA
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
North Carolina(6/18/2025)
IAR
Virginia(11/19/2018)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
CULTIVATE FINANCIAL PLANNING
CULTIVATE FINANCIAL PLANNING | CULTIVATE FINANCIAL PLANNING LLC
CRD#: 299270 / SEC#:
North Carolina
Registered Investment Advisory firm - (6/18/2025 Approved)Virginia
Registered Investment Advisory firm - (11/19/2018 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
7211 Lee Hwy Suite 600, Radford, VA 24141
Mailing Address
Phone number
(540) 505-0095
Established
Firm type
Fiscal year end
# of Employees
2
Regulatory assets under management
| Total Number of Accounts | 297 |
| AUM (Assets Under Management) | $ 62,455,885 |
Red Flags
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