Brienne Lee Dylewski

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

• 10/2003 → 01/2018
  Kms Financial Services, Inc
  Seattle, WA
• 12/2003 → 01/2018
  Financial Architects Advisory, Llc
  Tucson, AZ
• 01/2018 → Present
  Ashton Thomas Private Wealth, Llc
  Scottsdale, AZ
• 01/2018 → Present
  Ashton Thomas Insurance Agency, Llc
  Scottsdale, AZ
• 01/2018 → Present
  M. S. Howells & Co.
  Scottsdale, AZ

Previous Registrations

• 2004-10-13 → 2018-01-02
  Kms Financial Services, Inc.
  Tucson, AZ
  Tucson, AZ

Other Businesses

1) RIVER'S EDGE OFFICE LLC; NOT INVESTMENT RELATED; TUSCON, AZ; OFFICE BUILDING; PART-OWNER; 2006; 1 HR/MONTH DURING MARKET HOURS; ATTEND HOA MEETINGS, HANDLE THE OCCASIONAL MAINTENANCE ISSUE. 2) FINANCIAL ARCHITECTS ADVISORY; NOT INVESTMENT RELATED; TUCSON, AZ; ADVISORY IS PASSED THROUGH ENTITY FOR TAX AND ESTATE PURPOSES; PRESIDENT AND OWNER; 2007; 5 HRS/MONTH DURING NON MARKET HOURS; BOOKKEEPING.

Exams

• S66 Uniform Combined State Law Examination
  2005-08-12

Designations

• Certified Financial Planner