Deanna
Tierney

Ashton Thomas Private Wealth

CRD#4686471
Investment Advisor
in Helena, MT

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About this Advisor

Deanna Tierney is a financial advisor based in Helena, Montana, working with Ashton Thomas Private Wealth. Deanna has previously held positions at Wells Fargo Bank, N.A, Wells Fargo Advisors LLC, Wells Fargo Clearing Services, LLC, Ashton Thomas Private Wealth, and M. S. Howells & Co. Deanna has passed the Series 66 regulatory exam and is registered to provide services in Montana. Currently, Deanna is part of Ashton Thomas Private Wealth, which operates out of Helena, Montana. The firm has 22 offices and 55 employees. The firm manages assets totaling $2.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. 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 other services. The fee structure at Ashton Thomas Private Wealth includes asset-based and hourly fees.

Certifications and Registrations

Series 66

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

825 Great Northern Blvd.
Helena, MT 59601

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Ashton Thomas Private Wealth Brokerage Details

Total Assets Under Management

$2,891,584,875

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

55

MT Average: 37
Total Number of Accounts

5,334

MT Average: 1,370
Average Account Size

$542,104

MT 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
  • Other

Deanna Tierney Work History

2022 - Present (2 years)

Ashton Thomas Private Wealth

2022 - Present (2 years)

M. S. Howells & Co

2016 - 2022 (6 years)

Wells Fargo Clearing Services, LLC

2011 - 2016 (5 years)

Wells Fargo Advisors LLC

2000 - 2022 (22 years)

Wells Fargo Bank, N.A

Disclosures

Please visit the SEC profile of Deanna Tierney 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

Daniel Bennett
Scottsdale, AZ
Wills Marcello
Scottsdale, AZ
Joshua May
Grand Junction, CO
Douglas May
Scottsdale, AZ
Daniel Fontenot
Helena, MT
David Hatfield
Scottsdale, AZ
Jessica Peabody
Tucson, AZ

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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