BD
CFP
BD
CFP

Brienne Lee Dylewski

22 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningInsurance Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
82 advisors
Number of Clients
2,569 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$4.1B

Fee Structure

Financial Planning:Included in AUM fee
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Location

3971 E. Paradise Falls Dr., Ste. 114, Tuscon, AZ, 85712

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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 1 mo
Ashton Thomas Private Wealth
January 2018 - Present · 8 yrs 1 mo
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 Registrations6 states
AZCALANJORTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.