Tony Merrill Ashton

Employer firm

Strategic Financial Concepts, LLC CRD 141849

$928M regulatory AUM 75 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2007 → 05/2019
  Capital Financial Services, Inc.
  Minot, ND
• 01/2004 → Present
  Afg Brokerage, Llc
  Othello, WA
• 07/2015 → Present
  Generational Planning Strategies, Llc
  Othello, WA
• 07/2015 → Present
  Century Planning, Inc
  Othello, WA
• 05/2019 → Present
  Lpl Financial
  Othello, WA

Other Businesses

1)1972 - NON-VARIABLE INSURANCE - ASHTON FINANCIAL, LLC - 0% - INVESTMENT RELATED - OTHELLO, WA 99344 2)2012 - Real Estate Rental - ABR Holdings - 449 CEDAR BLVD OTHELLO, WA 99344 AND 445 CEDAR BLVD OTHELLO, BLVD 99344 - 5% - INVESTMENT RELATED - OTHELLO, WA, 99344 3)1993 - Non-Variable Insurance - Generational Planning Strategies - 0% - INVESTMENT RELATED - OTHELLO, WA 99344 4)05/2019 - DBA for LPL Business (entity for LPL business) - GPS Financial - 100% - INVESTMENT RELATED - OTHELLO, WA 99344 5)2007 - INSURANCE AGENCY - AFG BROKERAGE, LLC - 20HRS/MO 10HRS/MO DURING TRADING - INVESTMENT RELATED - OTHELLO, WA 99344 6)1993 - Business Entity For Tax/Investment Purposes Only - CENTURY PLANNING, INC - 30% - INVESTMENT RELATED - OTHELLO, WA 99344 7. 09/03/2019 - GPS Investments - Investment related - At reported business location(s) - DBA for LPL Business (entity for LPL business) - start date:08/06/2019 - 120 hrs/mo - 120 hrs during trading.

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-01-13
• S63 Uniform Securities Agent State Law Examination
  1998-12-14