Brandon
Kahoun

Ashton Thomas Private Wealth

CRD#5702008
Investment Advisor
in Scottsdale, AZ

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About this Advisor

Brandon Kahoun is a financial advisor based in Scottsdale, Arizona with a total of 4 years of industry experience. Kahoun is an employee of Ashton Thomas Private Wealth. Their career trajectory has included roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, Fbl Marketing Services, LLC, Farm Bureau and Ashtonthomas Private Wealth, LLC. Kahoun maintains Series 63 and Series 66 licenses, qualifying them as a securities representative, and is approved to operate in Arizona, California and Nevada. Ashton Thomas Private Wealth is a financial advisory firm operating out of Scottsdale, AZ. The investment advisory business has offices in 16 locations and a total of 48 financial advisors. It oversees $2 billion in assets among its 4,533 client accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm serves five charities and foundations. Of its 4,533 customer accounts, 27% are held by high-net-worth clients who have at least $1 million in investable assets. Ashton Thomas Private Wealth offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and other services. Financial management fees are based on which services are offered. However, fees charged by Ashton Thomas Private Wealth may include any blend of asset-based and hourly fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

4 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

15279 N Scottsdale Road Suite B2-215
Scottsdale, AZ 85254

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Ashton Thomas Private Wealth Brokerage Details

Total Assets Under Management

$2,003,187,684

AZ Average: $1,555,372,352
Total Number of Employees

48

AZ Average: 37
Total Number of Accounts

4,533

AZ Average: 1,370
Average Account Size

$441,912

AZ Average: $1,135,308

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Other

Brandon Kahoun Work History

Brandon has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Ashtonthomas Private Wealth, LLC

2019 - 2019 (< 1 year)

Fbl Marketing Services, LLC

2018 - 2019 (1 year)

Farm Bureau

2013 - 2019 (6 years)

Bank Of America, N.A

2012 - 2019 (7 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Brandon Kahoun to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Ashton Thomas Private Wealth

Christina Cicon
Helena, MT
Cade Hammarquist
Colorado Springs, CO
Rebecca Dammann
Bozeman, MT
William Cerynik
Scottsdale, AZ
Julie Olander
Bozeman, MT
Brandon Kahoun
Scottsdale, AZ
Richard Garber
Saint Helena, CA
April Horace
Denver, CO

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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