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Ashley Dawn Land

Advisor at Empower Advisory Group — Elletsville, IN

Updated today

Credentials

Series 66, Series 63

Experience

10 years

Location

Elletsville, IN

Empower Advisory Group logo

Empower Advisory Group

Enterprise

Total advisors

1,962

Across 1,066 offices

Clients per advisor

150 Very High

Avg AUM per client

$565,063 High

HNW client ratio

7% Low

About

Ashley Land is a financial advisor at Empower Advisory Group with 10 years of industry experience. She holds Series 66 and Series 63 licenses and has prior work history at JP Morgan Securities LLC and JP Morgan Chase Bank. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and emphasize long-term portfolio returns and annual rebalancing.

Client services

Based on Empower Advisory Group

Financial planning Portfolio management Educational seminars or workshops

Expertise

Based on Empower Advisory Group

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)

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Fee options

Fixed

One-time fees: $199, $299, $399, or $499 depending on enrollment and plan; Monthly subscription fees: $15 or $29 depending on enrollment

Subscriptions

Monthly subscription fees of $15 or $29 depending on enrollment; One-time fees as noted above

Location

See office

Elletsville, IN

Elletsville IN

Advisors at this office

1

Most active in

Indiana

Work history

10 years of industry experience

Empower Financial Services, inc

2026 - Present • 1 year

Greenwood Village, CO

JP MORGAN securities llc

2015 - 2025 • 10 years

Bloomington, IN

JpMorgan Chase Bank

2011 - 2025 • 14 years

Greenwood, IN

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Justin T

Series 65

Ellettsville, IN

Truell Financial LLC

Justin Truell is the sole advisor at Truell Financial LLC, an independent registered investment adviser based in Ellettsville, Indiana. He holds a Series 65 designation and has three years of industry experience. Prior to founding Truell Financial, he worked at Cook Medical Group and GO Express Travel, among other positions. Truell Financial LLC serves a small number of clients including individuals, trusts, estates, charitable organizations, and pension and profit-sharing plans. The firm offers discretionary asset management and financial planning, utilizing a range of analytical methods and investment vehicles such as stocks, bonds, ETFs, options, and mutual funds, with an investment approach that includes strategic to tactical asset allocation and the use of leverage and derivatives.

Options & derivatives strategies Active portfolio management
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Zhuohua H

CFA®

Bloomington, IN

Mulberry Investors LLC

Zhuohua Huang is a CFA charterholder and principal of Mulberry Investors LLC with five years of industry experience. He has worked at Indiana University Kelley School of Business since 2022 and previously spent five years with the Indiana Public Retirement System. Outside of his advisory role, he serves as chairman of Huang Associates LLC, a consulting and e-commerce business. Mulberry Investors LLC provides discretionary investment management primarily focused on U.S. and Greater China equities for individual and high-net-worth clients. The firm employs a value-oriented, concentrated strategy with a particular emphasis on Greater China markets, managing a small number of accounts through recommended custodians that facilitate trading in Hong Kong and Mainland China.

Active portfolio management Concentrated stock management
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Ryan S

Series 65

Bloomington, IN

The Shield Finance

Ryan Skaggs is the sole advisor at The Shield Finance, an independent firm based in Bloomington, IN. He holds a Series 65 designation and has entered the financial advisory field in 2025. Skaggs has a concurrent career with the Indiana University Police Department, where he has served since 2011. He is also a published author. The Shield Finance is a fee-only advisory firm specializing in serving first responders and their families. The firm offers investment management, financial planning, and an educational coaching program, using a combination of passive and active strategies and providing services tailored to clients’ career stages and financial needs.

General retirement planning Retirement income strategy Cash flow / budgeting Debt management Public Service Employee Executive Young Professionals Mid-Career Professionals Approaching retirement
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John B

Series 65

Bloomington, IN

Above & Beyond Investments, LLC

John Burton is a financial advisor with Above & Beyond Investments, LLC in Bloomington, IN, holding a Series 65 designation and 10 years of industry experience. He also owns and manages Liberty Tax Service and works as an independent insurance agent through The Burton Group, selling various insurance products including fixed annuities and life insurance. Above & Beyond Investments, LLC is a solo registered investment adviser serving individuals, small businesses, trusts, estates, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and qualified plan consulting, utilizing fundamental analysis and a combination of long- and short-term strategies tailored to each client’s goals and risk tolerance.

General retirement planning Wealth management Tax-loss harvesting
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Zachary R

Series 65

Bloomington, IN

Beacon Financial Planning

Zachary Rader is a financial advisor at Beacon Financial Planning in Bloomington, IN. He holds a Series 65 designation and has been with Beacon Financial Planning since 2025. Prior to his advisory role, he worked at Target, Inc. as a specialty sales consultant and has experience teaching at Global Vision Christian School in South Korea. Beacon Financial Planning provides fee-only financial planning and customized investment management to individuals, trusts, estates, charitable organizations, corporations, and other business entities. The firm uses a tactical allocation approach with fundamental and cyclical analysis and offers a hybrid advisory model combining fixed-fee and hourly planning with asset-based management.

Tax-loss harvesting Active portfolio management Income planning
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Ronald D

CFP®, Series 63, Series 65

Bloomington, IN

Mosaic Wealth Management LLC

Ronald Deinlein Jr. is a CFP®-designated financial advisor with 35 years of industry experience. He currently works at Mosaic Wealth Management LLC and previously spent 17 years at Raymond James & Associates. Mosaic Wealth Management LLC provides investment advisory services to individual and high-net-worth clients, offering portfolio management and participation as a portfolio manager in a wrap fee program. The firm employs a range of strategies including fundamental analysis, modern portfolio theory, and options strategies, primarily implementing through mutual funds and ETFs.

Options & derivatives strategies Real estate investing
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