Ashley Lampert
Advisor at Edward Jones
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Cut Bank, MT 59427
Credentials
Series 66
Industry experience
< 1 year
About
Ashley Lampert is a financial advisor with Edward Jones in Cut Bank, MT. She holds the Series 66 designation and has prior experience working at Independence Bank and the Shelby Chamber of Commerce. Outside of her advisory role, she owns a web design and site management business, K Cubed Concepts, LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, supported by a large nationwide network of financial advisors and branch offices.
Client services
Based on Edward Jones
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Based on Edward Jones
Wealth management
Tax-loss harvesting
Multi-generational wealth transfer
Fee options
$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)
Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.
Location
21 South Central
Cut Bank, MT 59427
Most active in
Ashley L has reported serving >5 clients in these states in the last 12 months.
Montana
Work history
Edward Jones
2025 - Present (1 year)
Self Employed
2024 - 2025 (1 year)
Independence Bank
2022 - 2025 (3 years)
Shelby Chamber of Commerce
2020 - 2022 (2 years)
Frontier Bar & Supper Club
2019 - 2022 (3 years)
City of Bozeman
2016 - 2018 (2 years)
Younique
2016 - 2019 (3 years)
Enterprise Rent-A-Car
2014 - 2016 (2 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Adrienne B
Series 66
Cut Bank, MT
Edward Jones
Adrienne Blackwell is a financial advisor with Edward Jones in Cut Bank, Montana, holding a Series 66 designation and 11 years of industry experience. She has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates through a nationwide network of over 23,000 financial advisors and 15,000 branch offices.
Michael B
Series 63, Series 66
Cut Bank, MT
Edward Jones
Michael Bruch is a financial advisor at Edward Jones with 23 years of industry experience. He has been with Edward Jones since 2002 and holds the Series 63 and Series 66 designations. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")