Daniel
Meier
Ashton Thomas Private Wealth
Answer a few questions and
get matched with an advisor.
About this Advisor
Daniel Meier is a financial advisor based in Middleton, Wisconsin, working with Ashton Thomas Private Wealth. Daniel has previously held positions at Cetera Advisor Networks LLC, Advisornet Wealth Management, Daniel Robert Meier - Sole Proprietor, Insight Financial Group, Wealth Management International LTD, Ashton Thomas Private Wealth, and Advisornet Financial Partners - Phoenix. Daniel has passed the Series 66 regulatory exam and is registered to provide services in Arizona and Wisconsin. Currently, Daniel is part of Ashton Thomas Private Wealth, which operates out of Middleton, Wisconsin. 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
Services Offered
Fee Structure
Office Location
Find an advisor who will work directly with you
SmartAsset’s free tool matches you with up to three vetted financial advisors who serve your area, and you can have a free introductory call with your advisor matches to decide which one you feel is right for you. Click here to get matched with an advisor today.
Ashton Thomas Private Wealth Brokerage Details
$2,891,584,875
55
5,334
$542,104
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Other
Daniel Meier Work History
Ashton Thomas Private Wealth
Advisornet Financial Partners - Phoenix
Wealth Management International LTD
Daniel Robert Meier - Sole Proprietor
Advisornet Wealth Management
Cetera Advisor Networks LLC
Cetera Advisor Networks LLC
Insight Financial Group
Disclosures
Please visit the SEC profile of Daniel Meier 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
Scottsdale, AZ
Grand Junction, CO
Scottsdale, AZ
Helena, MT
Scottsdale, AZ
Tucson, AZ
Scottsdale, AZ
Scottsdale, 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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.
