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Ashton Nicole Wolter

Advisor at Cambridge Investment Research Advisors — Kirksville, MO Crown Dr.

Updated today

Credentials

Series 66

Experience

10 years

Location

Kirksville, MO 63501

Cambridge Investment Research Advisors logo

Cambridge Investment Research Advisors

Institution

Total advisors

3,909

Across 2,196 offices

Clients per advisor

91 Typical

Avg AUM per client

$378,281 Low

HNW client ratio

13% Typical

About

Ashton Wolter is a financial advisor at Cambridge Investment Research Advisors with 10 years of industry experience. He holds the Series 66 designation and has been with Cambridge Investment Research Advisors since 2017. In addition to his advisory role, he is involved as an independent insurance agent and owns businesses related to insurance, benefits, and human resources. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement advisory services through a network of independent professionals, offering a range of portfolio management solutions across multiple custody and platform arrangements.

Client services

Based on Cambridge Investment Research Advisors

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Market timing

Expertise

Based on Cambridge Investment Research Advisors

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities

Occupation focus

Based on Cambridge Investment Research Advisors

Self-Employed

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Fee options

Fixed

For financial planning and consulting, flat fees generally do not exceed $25,000 but may be higher based on complexity; For WealthPort setup fee generally less than 1% of assets or $1,000

Percentage

$0 - $100,000: 1.50% $100,000 - $250,000: 1.25% $250,000+: 1.00%

Commissions

Financial Professionals acting as Registered Representatives receive commissions on securities and insurance sales

Project-based

Generally up to $500 per hour for financial planning and consulting services; up to $500 per hour for retirement plan advisory services

Subscriptions

Financial Wellness services paid by employer; flat or hourly fees per agreement

Other

Account minimum: $5,000 Minimum fee: Minimum WealthPort program fee of $250 annually for CAAP® and UMA accounts

Location

See office

Kirksville, MO Crown Dr.

1 Crown Dr., Suite 103

Kirksville MO 63501

Advisors at this office

1

Most active in

Missouri · Texas

Work history

10 years of industry experience

Cambridge Investment Research Advisors

2017 - Present • 9 years

Fairfield, IA

Cambridge Investment Research, Inc.

2017 - Present • 9 years

Fairfield, IA

Financial Planners of Missouri

2016 - Present • 10 years

Kirksville, MO

NATIONAL PLANNING CORPORATION

2014 - 2017 • 3 years

Kirksville, MO

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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James M

ChFC®, Series 63

Kirksville, MO

USAdvisors Wealth Management, LLC

James Morton is a Chartered Financial Consultant (ChFC®) with 38 years of industry experience. He is currently with USAdvisors Wealth Management, LLC and previously worked at Securities America, Inc. and Alliant Bank. Morton is also the owner of Morton Financial Solutions, LLC, where he provides securities sales, advisory services, and fixed insurance sales. USAdvisors Wealth Management, LLC is an SEC-registered multi-advisor firm serving individuals, trusts, charitable organizations, and businesses. The firm combines model-portfolio strategies with fundamental security selection and offers a range of investment options, including socially responsible portfolios and alternative investments.

ESG / Sustainable investing Business exit / sale strategy Business succession planning Tax strategies for small businesses Founder/Business Owner Executive
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Troy V

Series 63, Series 65

Kirksville, MO

Smith, Moore & Co.

Troy Van Rie is a financial advisor at Smith, Moore & Co. in Kirksville, MO, holding Series 63 and Series 65 licenses with 34 years of industry experience. He has been with Smith, Moore & Co. since 2016. Smith, Moore & Co. provides investment advisory and financial planning services to individuals, corporations, and pension/profit-sharing plans, managing assets across a range of securities and alternative investments. The firm uses an open-architecture investment approach that includes proprietary models, individual advisor portfolio construction, and outsourced managers, with services tailored to clients’ objectives and risk tolerances.

Business succession planning Founder/Business Owner Executive
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Cody W

Series 66

Kirksville, MO

Empower Advisory Group

Cody Weichelt is a financial advisor at Empower Advisory Group with a Series 66 designation and one year of industry experience. Prior to joining the firm, he worked at Truman State University and A.T. Still University and spent twelve years at Hy-Vee. 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 retail brokerage account holders. The firm utilizes an integrated model tied to Empower’s recordkeeping and administrative platforms, offering both point-in-time financial plans and optional managed account solutions.

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

Series 66

Kirksville, MO

OSAIC Institutions, INC.

Rebecca Perrigo is a financial advisor with OSAIC Institutions, Inc., holding a Series 66 designation and three years of industry experience. Her prior work history includes roles at multiple financial institutions such as MA Bank, Farmers Bank of Northern Missouri, Bank of Kirksville, Voya Financial Advisors, Edward Jones, and Infinex Investments, Inc. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, access to alternative investments, and lending solutions, operating a hybrid adviser/broker-dealer model with both discretionary and non-discretionary account management.

Annuities Tax-loss harvesting Founder/Business Owner Executive
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Gavin M

Series 66

Kirksville, MO

Edward Jones

Gavin Miranda is a financial advisor with Edward Jones in Kirksville, MO, holding a Series 66 designation and beginning his financial services career in 2026. Prior to joining Edward Jones, he worked at Bank Midwest and Central Bank of Boone County, and has several years of experience in education at La Plata R-II High School and Moberly Area Community College. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of advisory programs and investment solutions. The firm is notable for its large retail advisor network, affiliated mutual funds, and trust company services.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Yosef M

CFP®, Series 66

Kirksville, MO

Edward Jones

Yosef Mc Hugh is a CFP® with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. He previously worked at Missouri Farm Bureau Insurance from 2015 to 2017. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients, offering a range of investment strategies and affiliated services supported by a nationwide network of more than 23,000 advisors. The firm manages approximately $1.01 trillion in assets under management and operates under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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