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April M Cardoza

Ashton Thomas Private Wealth

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About April M Cardoza

April Cardoza is an investment advisor representative registered with Ashton Thomas Private Wealth, LLC in Helena, MT. April is also registered in Texas. April has been in the industry for over 10 years. April specializes in offering financial planning, selection of other advisors and portfolio management for individuals and pension consulting. April also provides variable product model design and maintenance services.

Firm Information

April Cardoza 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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April Cardoza’s Registration & Firm History

MT

11/29/2023 - Present

Ashton Thomas Private Wealth (HELENA MT)

MT

02/28/2023 - 11/30/2023

D.A. DAVIDSON & CO. (HELENA MT)

MT

12/03/2021 - 03/03/2023

M. S. HOWELLS & CO. (HELENA MT)

MT

09/19/2014 - 11/11/2021

WELLS FARGO CLEARING SERVICES, LLC (HELENA MT)

CA

10/03/2012 - 05/27/2014

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (TEMECULA CA)

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Licenses & Designations

BOTH

Issued 01/17/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/02/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for April M Cardoza.
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