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Raeann Elizabeth Yarn

Ashton Thomas Private Wealth

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About Raeann Elizabeth Yarn

Raeann Elizabeth Yarn is an Investment Advisor Representative at Ashton Thomas Private Wealth. Raeann holds a Series 65 license for Investment Advisor Representatives, and a Series 63 license for Securities Agent Representatives. Raeann has experience with WELLS FARGO CLEARING SERVICES, LLC and WELLS FARGO BANK, NA. Raeann is currently registered to conduct business in Montana. Raeann's firm, Ashton Thomas Private Wealth, specializes in portfolio management for individuals and provides financial planning, pension consulting, and selection of other advisers.

Firm Information

Raeann Yarn 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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Raeann Yarn’s Registration & Firm History

AZ

07/26/2024 - Present

Ashton Thomas Private Wealth (SCOTTSDALE AZ)

MT

10/06/2023 - 06/27/2024

WELLS FARGO CLEARING SERVICES, LLC (HELENA MT)

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Licenses & Designations

IA

Issued 11/13/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/18/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/05/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 09/11/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Raeann Elizabeth Yarn.
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