Unclaimed Profile

Connie Ashmore Brezik

ASSET STRATEGIES, INC.·CASPER, Wyoming

Clean record24 years registeredASSET STRATEGIES, INC.

111 W. 2ND STREET, CASPER, WY 82601CRD# 4370819Firm CRD# 119661

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Connie Ashmore Brezik · CASPER, WY

Registration

CRD #4370819 · ASSET STRATEGIES, INC. · 24 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: ASSET STRATEGIES, INC.

BUCKINGHAM STRATEGIC WEALTH, LLC

Oct 2015 – Jul 2024

Casper, WY

ASSET STRATEGIES, INC.

Jan 2002 – Oct 2015

CASPER, WY

Registrations & Exams

Registration record

First registered · January 8, 2002

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ASSET STRATEGIES, INC.

CRD 119661 · SEC 801-61023

AUM

$140M

Regulatory assets under management

Employees

606 client accounts

Services offered by ASSET STRATEGIES, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at ASSET STRATEGIES, INC. →

Introduction

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Frequently Asked Questions

What services does Connie Ashmore Brezik offer?

Connie Ashmore Brezik specializes in Financial Planning, Investment Management.

What are Connie Ashmore Brezik's credentials?

Connie Ashmore Brezik is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Connie Ashmore Brezik located?

Connie Ashmore Brezik is based in CASPER, Wyoming, last registered with ASSET STRATEGIES, INC..

How does Connie Ashmore Brezik charge for services?

Connie Ashmore Brezik'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 ASSET STRATEGIES, INC.?

ASSET STRATEGIES, INC. has approximately 10 employees and manages $140M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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