Ashlee Wochholz, CRPC®, QKA®,

Osaic Institutions Investment Advisor Representative, INB Wealth Officer

Direct(309) 557-0024Call Direct Mobile(309) 826-0552Call Mobile

Ashlee Wochholz is an integral member of the INB Wealth Management team, partnering with clients to create thoughtful, comprehensive financial strategies tailored to their personal goals.  She is recognized for her client‑first approach and her ability to build lasting relationships grounded in trust, education, and collaboration.  Ashlee provides guidance in holistic financial planning, life insurance strategies, and estate planning, helping families prepare for successful multigenerational wealth transfer. She specializes in retirement planning, with an expertise in business retirement plans and 401(k) plan design and management.

Ashlee holds the Qualified 401(k) Administrator (QKA®) designation, reflecting her advanced knowledge of employer-sponsored retirement plans. She also holds the Chartered Retirement Planning Counselor (CRPC®) designation, equipping her to help individuals map out their retirement journey and address both pre‑ and post‑retirement needs, including asset management and estate considerations.

A native of LeRoy, Illinois, Ashlee earned her bachelor’s degree in psychology from Millikin University. She has worked in the insurance and financial services industry since 2008 and has served as a financial advisor since 2017.  Over the course of her career, she has developed strong skills in assessing market trends, analyzing financial data, and implementing strategies that support clients’ short‑ and long‑term financial objectives.

Ashlee lives in Bloomington, Illinois with her husband and son. She values time spent with family, including visiting relatives both locally and in Florida, traveling, staying active, and following a wide range of sports.

Check the background of this financial professional on FINRA's BrokerCheck.

Investment and insurance products and services are offered through Osaic Institutions, Inc., Member FINRA/SIPC. INB Wealth is a trade name of the INB, National Association. Osaic Institutions and INB, N.A. are not affiliated. Products and services made available through Osaic Institutions are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.

https://www.osaic.com/crs



Back to