Bozeman, MT Valley Commons Drive Office

Team
Updated today

Client AUM

$5,859,310,345

Clients

3,181

Advisors

3

Of 79 advisors across 21 offices

Location

4575 Valley Commons Drive, Suite 201

Bozeman MT 59718

Advisors at this office

3

Advisors at this office

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Rebecca D

CFP®, Series 66

Bozeman, MT

Ashton Thomas Private Wealth

Rebecca Dammann is a CFP® with 14 years of industry experience, currently serving as an advisor at Ashton Thomas Private Wealth. She has worked at Ashton Thomas Securities, M.S. Howells & CO, and Wells Fargo Advisors during her career. Outside of her advisory role, she serves as treasurer and secretary for a local homeowners association. Ashton Thomas Private Wealth provides investment advisory and wealth management services to individuals, businesses, trusts, family offices, retirement plans, and institutional clients. The firm employs a diversified investment approach, utilizing mutual funds, ETFs, independent managers, and specialist strategies through its Amplify Platform.

Passive / index investing Options & derivatives strategies Retirement income strategy Founder/Business Owner Executive Financial Professional
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Everett J

Series 65, Series 63

Bozeman, MT

Ashton Thomas Private Wealth

Everett Jensen is a financial advisor with Ashton Thomas Private Wealth in Bozeman, MT, holding Series 65 and Series 63 licenses and having two years of industry experience. Prior to joining Ashton Thomas in 2025, he worked at World Equity Group, WealthVest Marketing, and Edward Jones. Outside of his advisory role, he serves as Vice President of Benchmark Land Surveying in Sidney, MT. Ashton Thomas Private Wealth provides investment advisory and wealth management services to individuals, business entities, trusts, family offices, retirement plans, and institutional accounts. The firm employs a platform model that includes discretionary and non-discretionary portfolio management and utilizes a range of investment strategies across mutual funds, ETFs, independent managers, and sub-advisers.

Passive / index investing Options & derivatives strategies Retirement income strategy Founder/Business Owner Executive Financial Professional
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John D

CFP®, Series 63, Series 65

Bozeman, MT

Ashton Thomas Private Wealth

John Dubose IV is a CFP® with 32 years of industry experience, currently serving as a senior wealth advisor at Ashton Thomas Private Wealth in Bozeman, MT. His prior experience includes roles at Wells Fargo Advisors, LLC and M.S. Howells & Co. Outside his advisory work, he is the manager of a single-member LLC and owns residential rental properties in Bozeman, MT, and Georgetown, SC. Ashton Thomas Private Wealth provides investment advisory and wealth-management services to a wide range of clients, including individuals, trusts, family offices, and institutional accounts. The firm employs a platform model with access to third-party managers and uses diversified investment strategies across mutual funds, ETFs, and specialized products.

Passive / index investing Options & derivatives strategies Retirement income strategy Founder/Business Owner Executive Financial Professional
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