Kerry Clifford Severn

Employer firm

Ashton Thomas Private Wealth CRD 153902

$6.01B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• VARIABLE PRODUCT MODEL DESIGN AND MAINTENANCE

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

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

Current Employers

Employment History

• 07/2014 → 11/2019
  Edelman Financial Services Llc
  Fairfax, VA
• 04/2016 → 10/2018
  Ef Legacy Securities, Llc
  Henrico, VA
• 11/2018 → 11/2019
  Financial Engines Advisors L.L.C.
  Sunnyvale, CA
• 01/2020 → Present
  Ashton Thomas Private Wealth
  Scottsdale, AZ

Previous Registrations

• 2018-11-01 → 2019-11-26
  Edelman Financial Engines
  Salt Lake City, UT
• 2014-07-08 → 2018-11-01
  Edelman Financial Services, Llc
  Salt Lake City, UT
  Fairfax, VA
• 2001-01-26 → 2014-07-10
  Strategic Advisers Llc
  Irvine, CA

Other Businesses

1) NAME OF OTHER BUSINESS: Substitute School Teacher; BUSINESS ADDRESS: Canyons School District; INVESTMENT RELATED: No; POSITION/TITLE/RELATIONSHIP: Substitute School Teacher; BRIEF DESCRIPTION OF DUTIES: Filling in occasionally for teachers; HOURS PER MONTH: 40; TRADING HOURS: 8-10

Exams

• S66 Uniform Combined State Law Examination
  2000-11-20
• S63 Uniform Securities Agent State Law Examination
  1993-10-04

Designations

• Certified Financial Planner