Julie
Olander
Ashton Thomas Private Wealth
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About this Advisor
Julie Olander is a certified financial planner working in Bozeman, Montana with a total of 1 year of industry experience. Olander is an employee of Ashton Thomas Private Wealth. The advisor has gained experience at Usaa Financial Planning Services Insurance Agency, Usaa Financial Advisors Inc, Everest Universtiy Online - Corinthian Colleges, Usaa Investment Management Company, I.M. Wealth Care, LLC, 1St Global Capital, Corp, 1St Global Advisors, Inc, 1St Global Insurance Services, Inc, Lpl Financial LLC, Merit Financial Group, LLC, M. S. Howells & Co and Ashton Thomas Private Wealth. Olander holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Colorado and Montana. Ashton Thomas Private Wealth is a registered investment company operating out of Scottsdale, AZ. The firm has offices in 16 locations and a total of 48 employees. It handles $2 billion in total assets between its 4,533 accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm serves five charities and foundations. Of its 4,533 accounts, 27% are held by high-net-worth investors who have at least $1 million in assets. The advisory firm provides a wide 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. Financial management fee schedules are based on the type of services offered. Fee types billed by Ashton Thomas Private Wealth can be comprised of some blend 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
Julie Olander Work History
Julie has been registered as a financial advisor for 1 years.*
M. S. Howells & Co
Ashton Thomas Private Wealth
I.M. Wealth Care, LLC
1St Global Capital, Corp
1St Global Advisors, Inc
1St Global Insurance Services, Inc
Lpl Financial LLC
Merit Financial Group, LLC
Usaa Investment Management Company
Usaa Financial Advisors Inc
Usaa Financial Planning Services Insurance Agency
Everest Universtiy Online - Corinthian Colleges
*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 Julie Olander 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
Colorado Springs, CO
Scottsdale, AZ
Bozeman, MT
Scottsdale, AZ
Saint Helena, CA
Bozeman, MT
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.
