Kodi
Thruston
Ashton Thomas Private Wealth
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About this Advisor
Kodi Thruston is a financial advisor working out of Scottsdale, Arizona with 4 years of relevant experience. Thruston is on the advisory team at Ashton Thomas Private Wealth. Throughout their career, they have worked at Ashton Thomas Private Wealth, C&H Financial Services, Target, Staples, Wal-Mart, Chipotle and St. Mary'S High School. Thruston holds a Series 65 license, designating them as an investment advisor representative, and is registered to operate in Arizona and California. Ashton Thomas Private Wealth is a company that has its headquarters in Scottsdale, AZ. The company has offices in 16 locations and a total of 48 advisors. It oversees $2 billion in total assets across its 4,533 accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm advises five charities and foundations. Of its 4,533 customer accounts, 27% belong to high-net-worth individuals who have greater than $1 million in assets. The advisory firm provides a wide set of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and other services. Fees for financial advice typically are based on the services offered. Fee types billed by Ashton Thomas Private Wealth likely are 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
Kodi Thruston Work History
Kodi has been registered as a financial advisor for 4 years.*
Ashton Thomas Private Wealth
C&H Financial Services
Target
Staples
Wal-Mart
Chipotle
St. Mary'S High School
*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 Kodi Thruston 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
Bozeman, MT
Scottsdale, AZ
Scottsdale, AZ
Scottsdale, AZ
Bozeman, MT
Saint Helena, CA
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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