Ashley Dickson
Professional summary
Ashley Dickson, CFP®, who also goes by Ashley Cherresse Schroll, is a registered financial advisor currently at NEXT BLOOM WEALTH located in Gladstone, Missouri.
Ashley is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Ashley has worked at 2 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
At a Glance
Services Offered
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Ashley Dickson's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2022
Experience
August 29, 2022 - Present
NEXT BLOOM WEALTH
Office #1: 7001 N Locust St. #c208, Gladstone, MO 64118October 16, 2018 - July 22, 2022
COPPER FINANCIAL
August 3, 2018 - July 22, 2022
COPPER FINANCIAL
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(2/8/2023)
(8/29/2022)
(9/26/2022)
Exams
Current Firm
NEXT BLOOM WEALTH
CRD#: 322155 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 114 |
| AUM (Assets Under Management) | $ 28,483,070 |
Red Flags
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