Katherine
Johnson

Ashton Thomas Private Wealth

CRD#2888557
Investment Advisor
in Casper, WY

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About this Advisor

Katherine Johnson is a financial advisor based in Casper, Wyoming, working with Ashton Thomas Private Wealth. Katherine has previously held positions at Ashton Thomas Private Wealth, LLC and Wells Fargo Investments, LLC. Katherine has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Arizona, Florida, Nebraska, Texas, and Wyoming. Currently, Katherine is part of Ashton Thomas Private Wealth, which operates out of Casper, Wyoming. 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 63, Series 65

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

444 S Center
Casper, WY 82601

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Ashton Thomas Private Wealth Brokerage Details

Total Assets Under Management

$2,891,584,875

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

55

WY Average: 37
Total Number of Accounts

5,334

WY Average: 1,370
Average Account Size

$542,104

WY 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

Katherine Johnson Work History

2021 - Present (3 years)

Ashton Thomas Private Wealth, LLC

2001 - 2021 (20 years)

Wells Fargo Investments, LLC

Disclosures

Please visit the SEC profile of Katherine Johnson 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

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

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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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