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Brienne Lee Dylewski

Ashton Thomas Private Wealth

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About Brienne Lee Dylewski

Brienne Lee Dylewski is a Registered Representative and Investment Advisor Representative with Ashton Thomas Private Wealth, a firm headquartered in Scottsdale, Arizona. Brienne is a Certified Financial Planner, a designation that signifies her commitment to professional standards and ethical conduct in the financial planning industry. Her experience spans several financial services firms, including KMS Financial Services, Inc. and American Express Financial Advisors Inc. Brienne's career in financial services began in 2002 and is focused on providing a wide range of services to individuals, businesses and non-profits, including financial planning, investment management, and retirement planning.

Firm Information

Brienne Dylewski 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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Brienne Dylewski’s Registration & Firm History

AZ

01/02/2018 - Present

Ashton Thomas Private Wealth (Tuscon AZ)

AZ

10/10/2003 - 01/02/2018

KMS FINANCIAL SERVICES, INC. (TUCSON AZ)

MN

12/03/2002 - 09/19/2003

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

12/03/2002 - 09/19/2003

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 08/12/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/02/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Brienne Lee Dylewski.
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