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Shawn Michael Porter

Ashton Thomas Private Wealth

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About Shawn Michael Porter

Shawn Michael Porter is a financial advisor with over 20 years of experience in the industry. Shawn is registered with Ashton Thomas Private Wealth in Wyoming, Arizona, Nebraska, Texas and Oregon. Shawn is a Certified Financial Planner and holds Series 63, Series 7 and SIE licenses. Shawn has a strong track record of providing financial planning, investment management, and other advisory services to individuals, businesses, and non-profits. Shawn has worked with individuals and families, trusts, businesses, and retirement plans. Previously, Shawn was affiliated with LPL Financial LLC, Cetera Investment Services LLC, and Fintegra, LLC.

Firm Information

Shawn Porter 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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Shawn Porter’s Registration & Firm History

WY

08/10/2023 - Present

Ashton Thomas Private Wealth (Casper WY)

WY

11/29/2016 - 08/22/2023

LPL FINANCIAL LLC (CASPER WY)

WY

12/13/2006 - 11/29/2016

CETERA INVESTMENT SERVICES LLC (CASPER WY)

WY

01/02/2003 - 12/15/2006

FINTEGRA, LLC (CASPER WY)

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Licenses & Designations

BC

Issued 02/13/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/28/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Shawn Michael Porter.
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