Ashley Kautzer

Director of Client Services

Ashley Kautzer is the Director of Client Services with Carlton Investment Services Group.  She joined the team in December of 2020 and came to CISG after achieving success with well-established companies such as Wells Fargo Institutional Brokerage Services and Wells Fargo Advisors.

Ashley began in the industry by working as a teller at Wells Fargo Bank and quickly grew interested in the investment world. She worked at Wells Fargo Institutional Brokerage for many years learning the ins and outs of the industry.  While working with Wells Fargo Investments, she was on a phone line that supported financial advisors on all questions related to operations. She then worked as a Sales Assistant to multiple financial advisors. She eventually worked as a Trading Representative using her years of knowledge between trading and operations to help clients with self-managed accounts at Wells Trade. After spending more than 10 years in brokerage and banking, Ashley understands what drives businesses to success by providing great service and depth of knowledge.  

She grew up in south Minneapolis but now lives in Excelsior near beautiful Lake Minnetonka. She has two kids. Cole loves all things hockey, and Calista takes singing lessons, enjoys watching YouTube makeup tutorials and trying them on mom.  Ashley enjoys time with friends, hiking and maintaining a healthy lifestyle.

Phone 952-844-0039
Fax 952-844-0563