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Ashley Buchanan

Investment Adviser Representative at Sanctuary Advisors, LLC

La Vista, NECRD #6643855Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
10 yrs
Exams Passed
4

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Ashley Buchanan is an investment adviser representative with Sanctuary Advisors, LLC in La Vista, NE, where they have been registered since 2026. They have worked in the securities industry since 2016 and have been registered with 4 firms, including CWM, LLC and Bancwest Investment Services, Inc. (BWIS). They have passed 4 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 24 (general securities principal). They are registered to provide investment advice in Nebraska.

Registrations & licenses

Registration type
Dual-registered
As of August 16, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Nebraska
Broker:
1 state or territory

Nebraska

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 4/17/2017
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 9/19/2016
Series 24
General Securities Principal Examination
Passed 1/20/2017

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Sanctuary Securities, Inc.Current
5/22/2026 – La Vista, NE
Sanctuary Advisors, LLCCurrent
5/22/2026 – La Vista, NE
CWM, LLC
7/12/2022 – 4/30/2026Omaha, NE
Bancwest Investment Services, Inc. (BWIS)
5/22/2020 – 6/24/2022Omaha, NE
Securities America Advisors, Inc.
4/19/2017 – 4/23/2020La Vista, NE

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Sanctuary Securities, Inc.
    May 2026 – no end date reportedOmaha, NE
  2. Sanctuary Advisors, LLC
    May 2026 – no end date reportedOmaha, NE
  3. Securities America Inc.
    May 2016 – Apr 2017La Vista, NE
  4. Securities America Advisors
    Apr 2017 – Apr 2020La Vista, NE
  5. Bank of the West
    Apr 2020 – Jun 2022Omaha, NE
  6. Bancwest Investment Services, Inc.
    May 2020 – Jun 2022Omaha, NE
  7. Cetera Wealth Services, LLC
    Jun 2022 – Apr 2026El Segundo, CA
  8. CWM, LLC DBA Carson Partners - CRD # 155344
    Jun 2022 – Apr 2026Omaha, NE
  9. CWM, LLC DBA Carson Group Holdings
    Jun 2022 – Apr 2026Omaha, NE

Official records & sources

Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Sanctuary Advisors, LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee
  • Performance-based fees
Estimated blended rate
0.0275

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Businesses and InstitutionsPension ConsultingSelection of Other AdvisersEducational Seminars and Workshops

Client types the firm serves

IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsCorporations

Firm assets under management

$25B+

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
393
Offices listed on AdvisorFinder:
91
Main office:
Miami, FL
SEC file number:
801-99364

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of September 14, 2026

View full firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Ashley Buchanan has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Ashley Buchanan (Sanctuary Securities) - Fees & Credentials