Katherine Johnson, financial advisor Casper WY

Katherine Johnson

CRD Number: 2888557
Current Firm: Ashton Thomas Private Wealth

Katherine Johnson (CRD# 2888557) is an Investment Advisor Representative working at Ashton Thomas Private Wealth in Casper, WY and has over 26 years of experience in the finance industry.

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Company Name Location Dates Years
Ashton Thomas Private Wealth, LLC Scottsdale, AZ Apr 2021 - Current 3
Wells Fargo Investments, LLC Denver, CO May 2001 - Apr 2021 19
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1997
S65 NASAA Investment Advisors Law Examination May 2021
Contact Info for Katherine A. Johnson
Phone Number: 602-732-4745
Registered State(s):
  • AZ
  • FL
  • NE
  • TX
  • WY
By the Numbers
  • Total Assets Under Management
    2,892
    MILLIONS
  • Total Number of Accounts
    5,334
    ACCOUNTS
  • Average Account Value
    $542,104
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AL, AR, AZ, CA, CO, CT, FL, GA, ID, IL, LA, MA, MD, MI, MN, MO, MT, NC, NE, NJ, NM, NV, NY, OH, OR, SC, TX, UT, VA, WA, WI, WY

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