Steven Scott Leland
Investment adviser representative at Ashton Thomas Private Wealth
26 yearsExperience
1 stateRegistered in
CFP® certification, ChFC®Designations
$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
26 years in the industry.
- Ashton Thomas Private Wealth, LLCJul 2024 to now
- US BankJul 2020 to Apr 2024
- BrightsideJul 2019 to Jul 2020
- Northwestern Mutual Investment Services LLCJun 2018 to Jul 2019
- Northwestern Mutual Life Insurance CompanyMay 2018 to Jul 2019
- LearnvestJun 2017 to Jul 2019
- TIAA-CREF Individual & Institutional Services, LLCSep 2000 to Apr 2018
- TIAASep 2000 to Apr 2017
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 65 · Uniform Investment Adviser Law2008
State registrations
Registered as an investment adviser representative in 1 state (AZ).
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
- 2857258
- Firm CRD
- 153902