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Scott Michael Knutson

Ashton Thomas Private Wealth

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About Scott Michael Knutson

Scott Michael Knutson is a financial advisor with over 30 years of experience in the financial services industry. Scott is registered with the Securities and Exchange Commission (SEC) and holds Series 7, 63, and 65 licenses, as well as the SIE exam. Scott is currently affiliated with Ashton Thomas Private Wealth. Scott has prior experience with M.S. Howell & Co., and Wells Fargo Advisors LLC. Scott offers a variety of financial services, including financial planning, portfolio management, and selection of other advisors.

Firm Information

Scott Knutson 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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Scott Knutson’s Registration & Firm History

MT

11/05/2021 - Present

Ashton Thomas Private Wealth (Helena MT)

MT

12/02/2021 - 01/02/2024

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

MT

01/03/2011 - 11/11/2021

WELLS FARGO CLEARING SERVICES, LLC (LEWISTOWN MT)

MT

12/13/2000 - 01/03/2011

WELLS FARGO INVESTMENTS, LLC (HELENA MT)

MN

12/14/2000 - 12/31/2003

WELLS FARGO BROKERAGE SERVICES, L.L.C. (MINNEAPOLIS MN)

MN

07/11/1994 - 12/13/2000

WELLS FARGO BROKERAGE SERVICES, L.L.C. (MINNEAPOLIS MN)

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Licenses & Designations

IA

Issued 05/25/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/22/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/08/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Scott Michael Knutson.
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