BD
CFP
BD
CFP

Brienne Dylewski

23 Years of Experience
BrokerSells Insurance

Brienne Dylewski is a CFP-designated registered investment advisor, based in Scottsdale, AZ, with 23 years of industry experience.

Location

8605 East Raintree Drive, Suite 280, Scottsdale, AZ, 85260

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Brienne is a managing wealth advisor at Ashton Thomas Private Wealth, LLC, dedicating full-time hours to financial planning and investment advice. She also part-owns River's Edge Office LLC, spending minimal time on HOA meetings and maintenance, and is an insurance agent selling LTC, disability, health, and other insurance products, dedicating a few hours per week. Brienne is also President and Owner of Financial Architects Advisory and Financial Architects Insurance Corp, spending minimal time on bookkeeping.

Employment History
Current Registrations
M. S. Howells & CO.Broker
January 2018 - Present · 8 yrs 3 mos
Ashton Thomas Private Wealth
January 2018 - Present · 8 yrs 3 mos
Previous Registrations
Kms Financial Services, INC
August 2005 - January 2018 · 12 yrs 5 mos
Kms Financial Services, INC
October 2004 - November 2004 · 1 mo
Kms Financial Services, INC.Broker
October 2003 - January 2018 · 14 yrs 3 mos
American Express Financial Advisors INC.Broker
December 2002 - September 2003 · 9 mos
Ids Life Insurance CompanyBroker
December 2002 - September 2003 · 9 mos
State Registrations4 states
AZCANJTX
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Brienne Dylewski - Financial Advisor | TrueAdvisor