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Ashley J

Series 65, Series 63

Butte, MT

OSAIC

Ashley Johnston is a financial advisor with Osaic Wealth, Inc. in Butte, Montana, holding Series 63 and Series 65 credentials and having five years of industry experience. She has worked at Osaic since 2018 and previously was involved with Florence Coffee Company and Montana Tech. Johnston is a licensed notary and provides notary services for current clients within her office. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers and platforms, offering integrated brokerage and advisory services. The firm employs asset-allocation tools, risk-tolerance analysis, and automated rebalancing to manage portfolios across various asset classes, supporting both discretionary and non-discretionary accounts.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Daniel T

Series 63, Series 65

Butte, MT

OSAIC

Daniel Thompson is a financial advisor with OSAIC based in Butte, Montana, holding Series 63 and Series 65 licenses and possessing 33 years of industry experience. He has been with OSAIC since 1994. Outside of his advisory role, he serves as a board member of the McGuinness Tracts Homeowner's Association. OSAIC serves a diverse range of retail and institutional clients, including individual and high-net-worth investors, pension plans, corporations, and charities, offering brokerage and advisory services, financial planning, and access to third-party money managers. The firm uses asset-allocation tools and risk assessments to construct portfolios across various asset classes and supports multiple advisory platforms and transitions resulting from prior mergers.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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