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8605 East Raintree Drive Suite 280, Scottsdale, AZ 85260 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-08-08 |
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