Meet Your Advisor

Ashley, her husband (Ryan), and daughters (Caroline and Vivienne) live in Alpena, Michigan. Ryan and Ashley were married June of 2000, during which time they were residing in Boulder, Colorado. After 7 years, they returned to their roots in Alpena, Michigan as 3^rd generation community members.

Ashley’s interest in financial planning was piqued at the age of 20, when her father, a Certified Public Accountant, helped her and Ryan set up their first investment account. Since then, she has seen what a positive impact planning can have for preparedness. She strives to share that knowledge and thoughtful approach with her clients, helping them prepare for their own life goals.

While away from the office, Ashley and her family enjoy kayaking, skiing, and golf, but most importantly, she enjoys time with family and friends. Ashley also devotes some of her time to various community projects and charities.

Ashley received her bachelor’s degree in public policy from Michigan State University. In 2012, she began working in Finance at Straley Lamp & Kraenzlein PC where she provided full time financial planning and investment services support.

Today, as a Financial Advisor, Ashley provides client investment strategy oversight, financial planning and technology supported through LPL Financial, the largest independent broker-dealer* in the nation. Ashley currently holds FINRA Series 7 and 66 registrations through LPL Financial. Financial consultants supported by LPL Financial have become a leading source of objective guidance for accumulating and managing person wealth.

Ashley adheres to a professional Code of Ethics and fulfills annual continuing education requirements to remain aware of current planning strategies and financial planning trends.

Ashley Robertson - Financial Advisor

Phone: 989-464-3040

Email: ashley.roberts@lpl.com

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*As provided by Financial Planning Magazine, 1996-2020 based on total revenue.

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Alpena Alcona Area Credit Union and AAACU Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using AAACU Investment Services, and may also be employees of Alpena Alcona Area Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Alpena Alcona Area Credit Union and AAACU Investment Services. Securities and insurance offered through LPL or its affiliates are:

The LPL Financial registered representative associated with this website may discuss/an or transact business only with residents of the states in which they are proeprly registered or licensed. No offers may be made or accepted from any residents of any other state.