Kolton
Quitno

Dew Wealth Management

CRD#7154927
Investment Advisor
in Scottsdale, AZ

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About this Advisor

Kolton Quitno is a financial advisor based in Scottsdale, Arizona, working with Dew Wealth Management. Kolton has previously held positions at The Vanguard Group, Inc, Dew Wealth Management, Towne Park, Scottsdale Christian Academy, and Grand Canyon University. Kolton has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Arizona and Texas. Currently, Kolton is part of Dew Wealth Management, which operates out of Scottsdale, Arizona. The firm has 9 offices and 31 employees. The firm manages assets totaling $293.9 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Dew Wealth Management includes asset-based, hourly, fixed, commission-based, and other fees.

Certifications and Registrations

Series 63, Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions, Others

Office Location

8888 E. Raintree Drive Suite 110
Scottsdale, AZ 85260

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Dew Wealth Management Brokerage Details

Total Assets Under Management

$293,870,662

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

31

AZ Average: 37
Total Number of Accounts

511

AZ Average: 1,370
Average Account Size

$575,089

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
  • Educational seminars/workshops

Kolton Quitno Work History

2021 - Present (3 years)

Dew Wealth Management

2019 - 2021 (2 years)

The Vanguard Group, Inc

2016 - 2019 (3 years)

Towne Park

2015 - 2018 (3 years)

Grand Canyon University

2008 - 2015 (7 years)

Scottsdale Christian Academy

Disclosures

Please visit the SEC profile of Kolton Quitno 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 Dew Wealth Management

Santiago Rosas
Scottsdale, AZ
Ryan Cox
Scottsdale, AZ
Stephen Mandracchia
Scottsdale, AZ
Grant Giardino
St. Louis, MO
Bryce Thompson
Scottsdale, AZ
Shaundra Patterson
Scottsdale, AZ
Sarah Waldren
Scottsdale, AZ
Drew Tingle
St. Louis, MO

The content in this profile was updated by SmartAsset on 6/19/2024. 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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