Kerry Severn
Kerry Severn is a CFP-designated registered investment advisor at Ashton Thomas Private Wealth, based in Draper, UT, with 32 years of industry experience. Kerry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Business Owners, Corporate Executives, and 7 more. Their firm serves 3,229 clients with $6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.99% |
Annual advisory fees are negotiable and depend on objective and subjective factors such as asset size, account composition, and scope of services, not to exceed 2.99%.
Fee Estimator
Location
292 East 12200 South,, Suite 100, Draper, UT, 84020
Get directionsHistory
Regulatory History (1)
Customer Dispute
September 2008Other Business Activities
Kerry works as a substitute school teacher for the Canyons School District, filling in occasionally for teachers. This takes about a quarter of Kerry's time.
Employment History
Current Registrations
Ashton Thomas Private Wealth
Previous Registrations
Financial Engines Advisors L.L.C.
Ef Legacy Securities, LLCBroker
Edelman Financial Services, LLC
Sanders Morris Harris LLCBroker
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
State Registrations2 states
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
More Advisors
- Cody Lewis, ChFCProactive Wealth Management, INC.
- Michael Riley, CFPCoign Capital Advisors LLC
- Andrew Angerbauer, CFPCapita Financial Network, LLC
- Barton Wagstaff, CFPCapita Financial Network, LLC
- Andrew Hills, CFPSan Francisco Wealth Planning LLC
- Sean Jones, CFPCapita Financial Network, LLC