Charlsie Ashlock, CFP®

Charlsie Ashlock, CFP®

Wealth Advisor

Education: 
University of Georgia

Degree
B.S. Financial Planning

Certification

CFP®
Series 65

Industry Experience
Since 2014
BKD, LLP – Advisor & Senior Advisor (4 years)

Column Experience

Wealth Advisor & Investment Advisor Representative - Since 2018

Hometown
Kansas City, Missouri

Resides
Indianapolis, Indiana

 

Charlsie is a CFP® and Series 65 registered investment advisor. She is a graduate of The University of Georgia with a BS in Financial Planning. She began her career with BKD, LLP in Indianapolis, and served as a senior advisor.