AC
AC

April M Cardoza

12 Years of Experience
Broker
Areas of Practice
Financial Planning & CoachingRetirement PlanningEstate PlanningInsurance PlanningInvestment Management
Compensation
Fee-Only (AUM)
Firm Size
54 advisors
Number of Clients
2,599 clients
Average Client Portfolio
$661K average
Assets Under Management
$1.7B

Fee Structure

Financial Planning:Included in AUM fee
Loading...

Location

825 Great Northern Blvd, Suite 201, Helena, MT, 59601

Get directions

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.

Learn about disclosures →
Other Business Activities

April is a client associate at Pickles Paints, providing painting lessons for 10 hours per month. She is also a sole proprietor and notary public, notarizing paperwork for D.A. Davidson clients for 10 hours per month.

Employment History
Current Registrations
Ashton Thomas Securities, LLCBroker
October 2025 - Present · 4 mos
Ashton Thomas Private Wealth
November 2023 - Present · 2 yrs 3 mos
Previous Registrations
D.A. Davidson & CO.
February 2023 - December 2023 · 10 mos
D.A. Davidson & CO.Broker
February 2023 - November 2023 · 9 mos
Ashton Thomas Private Wealth
November 2022 - March 2023 · 4 mos
M. S. Howells & CO.Broker
December 2021 - March 2023 · 1 yr 3 mos
Wells Fargo Clearing Services, LLC
September 2014 - November 2021 · 7 yrs 2 mos
Wells Fargo Clearing Services, LLCBroker
September 2014 - November 2021 · 7 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 2013 - May 2014 · 1 yr 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2012 - May 2014 · 1 yr 7 mos
State Registrations2 states
MTTX
Advisor
Exams
No exam information available for this advisor.
April M Cardoza - Financial Advisor | TrueAdvisor