Karen Wozniak Mcdade
Investment adviser representative at Ashton Thomas Private Wealth
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$6BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Ashton Thomas Securities, LLCJun 2026 to now
- Thrive Planning LLCAug 2024 to now
- Ashton Thomas Insurance AgencyOct 2016 to now
- Ashton Thomas Private Wealth, LLCAug 2016 to now
- M. S. Howells & Co.Aug 2018 to Jun 2026
- Peachtree Capital CorporationAug 2016 to Jul 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law1998
State registrations
Registered as an investment adviser representative in 2 states (AZ, IL).
Ashton Thomas Private Wealth
Legal name: Ashton Thomas Private Wealth, LLC
$6BAssets managed
3,229Clients
94Advisers
16 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2193447
- Firm CRD
- 153902