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Ashley Celeste Kabalan

INDEPENDENCE WEALTH ADVISORS, LLC·INDEPENDENCE, Ohio
Series 65Clean record5 years registeredINDEPENDENCE WEALTH ADVISORS, LLC
6100 OAK TREE BLVD SOUTH, INDEPENDENCE, OH 44131CRD# 7289485Firm CRD# 306236

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Ashley Celeste Kabalan · INDEPENDENCE, OH
Registration
CRD #7289485 · INDEPENDENCE WEALTH ADVISORS, LLC · 5 years registered
Brand Profile
Not yet started
01

Career History

INDEPENDENCE WEALTH ADVISORS, LLC
Aug 2020 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · August 23, 2020
Years registered · 5
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
INDEPENDENCE WEALTH ADVISORS, LLC
CRD 306236 · SEC 801-130211
AUM
$128M
Regulatory assets under management
Employees
6
861 client accounts
Services offered by INDEPENDENCE WEALTH ADVISORS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at INDEPENDENCE WEALTH ADVISORS, LLC →
Introduction

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05

Frequently Asked Questions

What services does Ashley Celeste Kabalan offer?
Ashley Celeste Kabalan specializes in Financial Planning, Investment Management. Contact their office in INDEPENDENCE, Ohio for a consultation.
What are Ashley Celeste Kabalan's credentials?
Ashley Celeste Kabalan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Ashley Celeste Kabalan located?
Ashley Celeste Kabalan is based in INDEPENDENCE, Ohio, working with INDEPENDENCE WEALTH ADVISORS, LLC. Their office serves clients in the INDEPENDENCE metropolitan area and surrounding communities.
How does Ashley Celeste Kabalan charge for services?
Ashley Celeste Kabalan's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is INDEPENDENCE WEALTH ADVISORS, LLC?
INDEPENDENCE WEALTH ADVISORS, LLC has approximately 6 employees and manages $128M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at INDEPENDENCE WEALTH ADVISORS, LLC

Christopher Charles Kichurchak
INDEPENDENCE, OH
Richard Ahrens
INDEPENDENCE, OH

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