AV

Ashlee L. Vaughn

RUDE WEALTH ADVISORY
Olney, IL 62450
Some features on this profile are disabled
CRD#: 7158631
AV

Professional summary


Ashlee Lauren Vaughn is a registered financial advisor currently at RUDE WEALTH ADVISORY located in Olney, Illinois.

Ashlee is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Ashlee has worked at 1 firm and has passed the Series 65 exam.

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


None

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 Lauren Vaughn'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®
None

Experience


Current

August 22, 2024 - Present

RUDE WEALTH ADVISORY

Office #1: 401 S Whittle Avenue, Olney, IL 62450
RIA
CRD#: 312865
Olney, IL

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
(8/22/2024)
IAR
Indiana
(1/5/2026)

Exams


State Security Law Exam

Current Firm


RUDE WEALTH ADVISORY
RUDE WEALTH ADVISORY
RUDE WEALTH ADVISORY | RUDE WEALTH ADVISORY LLC

CRD#: 312865 / SEC#:

Illinois
Registered Investment Advisory firm - (3/30/2021 Approved)
Indiana
Registered Investment Advisory firm - (1/5/2026 Approved)
Texas
Registered Investment Advisory firm - (10/14/2021 Conditional Restricted)
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Contact information


Main Address
401 S Whittle Avenue, Olney, IL 62450
Mailing Address
Phone number
(618) 280-0860
Established
Firm type
Fiscal year end
# of Employees
4

Regulatory assets under management


Total Number of Accounts412
AUM (Assets Under Management)$ 54,417,577

Red Flags


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Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


RUDE WEALTH ADVISORY

RUDE WEALTH ADVISORY

CRD#: 312865Olney, IL 62450

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