Kerry
Severn
Ashton Thomas Private Wealth
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About this Advisor
Kerry Severn is a certified financial planner working in Draper, Utah with a total of 3 years of relevant experience. Severn currently works for Ashton Thomas Private Wealth. Their career trajectory has included roles at Fidelity Brokerage Services, Inc, Sanders Morris Harris Inc, Edelman Financial Services LLC, Ashton Thomas Private Wealth, Ef Legacy Securities, LLC and Financial Engines Advisors L.L.C. Severn has Series 63 and Series 66 licenses, qualifying them as a securities agent, and is approved to work in Montana and Utah. Ashton Thomas Private Wealth is an advisory business that has its headquarters in Scottsdale, AZ. It has offices in 16 locations and a total of 48 people on staff. It oversees $2 billion in total assets among its 4,533 accounts, placing it among the biggest firms in the country by assets under management. The firm advises five charities and foundations. Of its 4,533 customer accounts, 27% are held by high-net-worth investors who have greater than $1 million in assets available to invest. Ashton Thomas Private Wealth has a number 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 fees typically depend on the type of financial services provided. However, fee types billed by Ashton Thomas Private Wealth most 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
Kerry Severn Work History
Kerry has been registered as a financial advisor for 3 years.*
Ashton Thomas Private Wealth
Financial Engines Advisors L.L.C
Ef Legacy Securities, LLC
Sanders Morris Harris Inc
Edelman Financial Services LLC
Fidelity Brokerage Services, Inc
*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 Kerry Severn 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
Saint Helena, CA
Scottsdale, AZ
Scottsdale, AZ
Denver, CO
Bozeman, MT
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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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.