Daniel
Meier
Ashton Thomas Private Wealth
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About this Advisor
Daniel Meier is a financial advisor based in Peoria, Arizona with a total of 3 years of relevant experience. Meier is on the advisory team at Ashton Thomas Private Wealth. Meier has gained experience at Cetera Advisor Networks LLC, Advisornet Wealth Management, Daniel Robert Meier - Sole Proprietor, Insight Financial Group, Integrity Business Solutions/Interchange Brokerage Co, Wealth Management International LTD, Ashton Thomas Private Wealth and Advisornet Financial Partners - Phoenix. Meier has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to advise clients in Arizona, Illinois and Minnesota. Ashton Thomas Private Wealth is a company headquartered in Scottsdale, AZ. The investment advisory business has offices in 16 locations and a total of 48 people on staff. It manages $2 billion in assets under management between its 4,533 client accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm advises five charitable organizations. Of its 4,533 accounts, 27% belong to high-net-worth investors who have greater than $1 million in assets. The company performs a diverse range 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 for financial management usually vary depending on which services the firm provides the client. Fees billed by Ashton Thomas Private Wealth can be comprised of 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
Daniel Meier Work History
Daniel has been registered as a financial advisor for 3 years.*
Ashton Thomas Private Wealth
Advisornet Financial Partners - Phoenix
Advisornet Wealth Management
Insight Financial Group
Integrity Business Solutions/Interchange Brokerage Co
Daniel Robert Meier - Sole Proprietor
Wealth Management International LTD
Cetera Advisor Networks LLC
Cetera Advisor Networks 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 Daniel Meier 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
Saint Helena, CA
Bozeman, MT
Scottsdale, AZ
Bozeman, MT
Scottsdale, AZ
Scottsdale, AZ
Colorado Springs, 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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