Kristine Dawn Lantz
Investment adviser representative at Ashton Thomas Private Wealth
21 yearsExperience
1 stateRegistered in
$6BFirm assets
16 yearsFirm in business
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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
21 years in the industry.
- Ashton Thomas Securities, LLCJul 2026 to now
- Ashton Thomas Private WealthMar 2022 to now
- M. S. Howells & CoApr 2022 to Jul 2026
- Ameriprise Financial Services, IncJun 2017 to Mar 2022
- UnemployedFeb 2017 to May 2017
- Chad F WingJan 2012 to Jan 2017
- Northwestern Mutual Wealth Management CompanyMay 2007 to Jan 2017
- Northwestern Mutual Investment Services, LLCAug 2005 to Jan 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 66 · Uniform Combined State Law2002
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
- 4123853
- Firm CRD
- 153902