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Aaron Paul Brodt

Ashton Thomas Private Wealth

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About Aaron Paul Brodt

Aaron Brodt is a financial advisor in Scottsdale, AZ. Aaron is an investment advisor representative with Ashton Thomas Private Wealth. The firm has offices in Scottsdale. Aaron has been in the industry for over 16 years and has passed the Series 7, Series 63, and Series 65 exams. Aaron specializes in providing financial planning, pension consulting, and portfolio management for individuals and businesses. Previous employers include Accelerated Capital Group, Meridian United Capital, LLC, and Peachtree Capital Corporation. Aaron is also a member of GFA Wealth Design and Amplify Ventures Group, which are insurance sales and investment-related businesses.

Firm Information

Aaron Brodt is currently registered with Ashton Thomas Private Wealth. Ashton Thomas Private Wealth is a Scottsdale, Arizona-based wealth management firm that provides financial planning, pension consulting, portfolio management for individuals, selection of other advisers, and variable product model design and maintenance services. The firm has $2.89 billion in regulatory assets under management and serves a diverse clientele including individuals, families, businesses, charitable organizations, and pension and profit sharing plans.
Ashton Thomas Private Wealth

8605 EAST RAINTREE DRIVE

SCOTTSDALE, AZ 85260

$2.89B

Assets Under Management

Not reported

Total Clients

57

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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variable product model design and maintenance

Variable product model design and maintenance

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Aaron Brodt’s Registration & Firm History

AZ

06/15/2010 - Present

Ashton Thomas Private Wealth (SCOTTSDALE AZ)

AZ

07/01/2016 - 08/20/2018

PEACHCAP SECURITIES, INC. (Scottsdale AZ)

AZ

02/22/2012 - 05/13/2016

ACCELERATED CAPITAL GROUP (SCOTTSDALE AZ)

AZ

05/13/2008 - 02/21/2012

MERIDIAN UNITED CAPITAL, LLC (SCOTTSDALE AZ)

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Licenses & Designations

BC

Issued 06/01/2008

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 07/22/2005

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/20/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/12/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are 4 public disclosures for Aaron Paul Brodt. Review regulatory record here.
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