DT
DT

Deanna Tierney

21 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
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Location

825 Great Northern Blvd., Helena, MT, 59601

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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 Activities

Deanna works as a Senior Private Client Banking Consultant at Ashton Thomas Private Wealth, LLC, providing investment advisory services. This role takes nearly full-time hours during market hours.

Employment History
Current Registrations
Ashton Thomas Securities, LLCBroker
December 2024 - Present · 1 yr 2 mos
Ashton Thomas Securities, LLC
December 2024 - Present · 1 yr 2 mos
Ashton Thomas Private Wealth
August 2022 - Present · 3 yrs 6 mos
Previous Registrations
M. S. Howells & CO.Broker
September 2022 - November 2024 · 2 yrs 2 mos
Wells Fargo Clearing Services, LLCBroker
January 2011 - August 2022 · 11 yrs 7 mos
Wells Fargo Clearing Services, LLC
January 2011 - August 2022 · 11 yrs 7 mos
Wells Fargo Investments, LLC
March 2005 - January 2011 · 5 yrs 10 mos
Wells Fargo Investments, LLCBroker
December 2003 - January 2011 · 7 yrs 1 mo
State Registrations3 states
AZMTNY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.