Brienne
Dylewski
Ashton Thomas Private Wealth
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About this Advisor
Brienne Dylewski is a certified financial planner working out of Tucson, Arizona who has 5 years of relevant experience. Dylewski is on the advisory team at Ashton Thomas Private Wealth. During their career, the advisor has held roles at Kms Financial Services, Inc, Financial Architects Advisory, LLC, Ashton Thomas Private Wealth, LLC, Ashton Thomas Insurance Agency, LLC and M. S. Howells & Co. Dylewski has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Arizona, California, Colorado, Minnesota, Texas and Washington. Ashton Thomas Private Wealth is a firm that has its headquarters in Scottsdale, AZ. The investment advisory business has offices in 16 locations and a total of 48 employees. It handles $2 billion in assets under management among its 4,533 accounts, making it one of the largest firms in the United States by assets under management. The firm provides financial advice to five charitable organizations. Of its 4,533 client accounts, 27% are associated with high-net-worth clients who have greater than $1 million in assets. The business has a wide array of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and other services. Fees charged by financial advisors depend on which services the firm provides the client. Fee types charged by Ashton Thomas Private Wealth can include asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Ashton Thomas Private Wealth Brokerage Details
$2,003,187,684
48
4,533
$441,912
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Other
Brienne Dylewski Work History
Brienne has been registered as a financial advisor for 5 years.*
Ashton Thomas Private Wealth, LLC
Ashton Thomas Insurance Agency, LLC
M. S. Howells & Co
Kms Financial Services, Inc
Financial Architects Advisory, LLC
*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 Brienne Dylewski 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
Helena, MT
Scottsdale, AZ
Saint Helena, CA
Bozeman, MT
Scottsdale, AZ
Bozeman, MT
Colorado Springs, CO
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.
