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Current Employers
Ashton Thomas Private Wealth

8605 East Raintree Drive Suite 280, Scottsdale, AZ 85260 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2023-09-11
  • WI RA
    APPROVED
    Since 2023-09-11

Branch Locations

8383 Greenway Blvd. Suite 600, Middleton, WI 53562 • United States

8605 East Raintree Drive Suite 280, Scottsdale, AZ 85260 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Advisornet Wealth Management Minnepolis MN 01/2014 06/2020
Daniel Robert Meier - Sole Proprietor Peoria AZ 12/2015 06/2019
Insight Financial Group Peoria AZ 02/2011 06/2020
Wealth Management International Ltd. Peoria AZ 02/2016 06/2019
Advisornet Financial Partners - Phoenix Peoria AZ 06/2019 06/2020
Ashton Thomas Private Wealth Scottsdale AZ 06/2020 Present
  • 01/2014 → 06/2020
    Advisornet Wealth Management
    Minnepolis, MN
  • 12/2015 → 06/2019
    Daniel Robert Meier - Sole Proprietor
    Peoria, AZ
  • 02/2011 → 06/2020
    Insight Financial Group
    Peoria, AZ
  • 02/2016 → 06/2019
    Wealth Management International Ltd.
    Peoria, AZ
  • 06/2019 → 06/2020
    Advisornet Financial Partners - Phoenix
    Peoria, AZ
  • 06/2020 → Present
    Scottsdale, AZ
Previous Registrations
  • 2014-01-28 → 2020-06-30
    Minnetonka, MN
    Peoria, AZ
  • 2016-02-26 → 2017-09-08
    Wealth Management International, Ltd.
    Peoria, AZ
  • 2014-01-08 → 2015-11-02
    Cetera Wealth Services, Llc
    Minnetonka, MN
Other Businesses

1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES, INVESTMENT RELATED: YES, POSITION/TITLE/RELATIONSHIP: REPRESENTATIVE, BRIEF DESCRIPTION OF DUTIES: SELLS FIXED LIFE, HEALTH, DISABILITY, ANNUITIES AND LONG TERM CARE; 2. Camp Randall Rowing Club, Madison, WI; President of the Board of Directors; July 1, 2023 Not Investment Related; 10 hours per month

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-08-08
  • S66 Uniform Combined State Law Examination
    2005-08-08

View on SEC IAPD

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