Rebecca Dammann
Rebecca Dammann is a CFP-designated registered investment advisor at Ashton Thomas Securities, LLC, based in Bozeman, MT, with 14 years of industry experience. Rebecca is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Corporate Executives, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 2,282 clients with $1.9B 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% |
Maximum annual advisory fees vary by program: FB1 up to 1.50%, FB2 up to 1.25%, FB3 up to 1.00%, Managed ETF up to 1.50%, Morningstar Portfolios up to 1.50%, and AS8/AS9/Non-wrap/Wrap programs up to 2.99%. Fees are negotiable.
Fee Estimator
Location
4575 Valley Commons Drive, Suite 201, Bozeman, MT, 59718
Get directionsHistory
Regulatory History
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 ActivitiesSells Insurance
Rebecca works as a wealth advisor for Ashton Thomas Private Wealth, dedicating full-time hours to serving clients' financial planning and investment needs. She also works as an insurance agent for Ashton Thomas Insurance, spending a few hours per week providing insurance as needed for clients, and serves as Treasurer/Secretary for Flanders Creek HOA, spending a few hours per week invoicing and collecting dues.
Employment History
Current Registrations
Ashton Thomas Securities, LLCBroker
Ashton Thomas Private Wealth
Previous Registrations
M. S. Howells & CO.Broker
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
D.A. Davidson & CO.
D.A. Davidson & CO.Broker
State Registrations5 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
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