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Michael Justin Porter

ASHTON THOMAS PRIVATE WEALTH
Caspter, WY
·CRD# 4443276·25 years experience

Professional Summary

Michael Justin Porter is a registered financial advisor currently at ASHTON THOMAS PRIVATE WEALTH located in Caspter, Wyoming. Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Michael has worked at 3 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

25 years in the financial services industry

Current & Past Employments

ASHTON THOMAS PRIVATE WEALTH·CRD# 153902
RIA
109 E. 2nd Street, Caspter, WY 82601
April 28, 2021 - Present
WELLS FARGO CLEARING SERVICES, LLC·CRD# 19616
RIA
Casper, WY
January 3, 2011 - May 4, 2021
WELLS FARGO CLEARING SERVICES, LLC·CRD# 19616
BD
Casper, WY
January 3, 2011 - May 4, 2021
WELLS FARGO INVESTMENTS, LLC·CRD# 10582
RIA
Casper, WY
December 8, 2006 - January 3, 2011
WELLS FARGO INVESTMENTS, LLC·CRD# 10582
BD
Casper, WY
September 5, 2001 - January 3, 2011

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Current Firm

AT
ASHTON THOMAS PRIVATE WEALTH

AMPLIFY PLATFORM | SECOND 50 FINANCIAL | NORTE ADVISORS, LLC | MILL STREET INVESTMENT PARTNERS | MILL STREET FINANCIAL | JAY R. PENNEY, LLC | GENTRY WEALTH MANAGEMENT | GENTRY ASSET ADVISORY LLC | FORGE PRIVATE WEALTH | DAY HAGAN ASSET MANAGEMENT | CAMPBELL PRIVATE WEALTH MANAGEMENT | ASHTON THOMAS PRIVATE WEALTH, LLC | ASHTON THOMAS PRIVATE WEALTH | ASHTON THOMAS

CRD#: 153902 / SEC#: 801-71512
RIA
Registered Investment Advisory firm - SEC (6/15/2010 Approved)

Contact Information

Main Address

8605 East Raintree Drive Suite 280, Scottsdale, AZ 85260

Phone Number

(602) 732-4745

# of Employees

93

SEC notice filing (37 States and Territories)

Registered to provide investment advisory services in 37 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A, APPENDIX 1 WRAP FEE PROGRAM BROCHURE (3/31/2026)

Regulatory Assets Under Management

Total Number of Accounts

7,879

AUM (Assets Under Management)

$6,009,474,500

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) RIVERS EDGE RV AND CABINS RESORT, NOT INV RELATED, EVANSVILLE, WY, 75% OWNER, START: 5/2010, 6 HOURS PER MONTH, DUTIES: RV CAMPGROUND BUSINESS. 2) WYO SPORTS RANCH; NOT INVESTMENT RELATED; 1887 CHAMPIONS BOULEVARD, CASPER, WY 82601; CHARITABLE BOARD; 01/01/2025; BOARD MEMBER; 0 HRS/MONTH DURING SECURITIES TRADING HRS. 3) DALLAS SAFARI CLUB WYOMING; NOT INVESTMENT RELATED; CHARITABLE BOARD; 1/5/2026; VOLUNTEER BOARD MEMBER; 2 HRS/MONTH DURING SECURITIES TRADING HOURS; NON-PROFIT CONSERVATION GROUP.

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Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AT
ASHTON THOMAS PRIVATE WEALTH

AMPLIFY PLATFORM | SECOND 50 FINANCIAL | NORTE ADVISORS, LLC | MILL STREET INVESTMENT PARTNERS | MILL STREET FINANCIAL | JAY R. PENNEY, LLC | GENTRY WEALTH MANAGEMENT | GENTRY ASSET ADVISORY LLC | FORGE PRIVATE WEALTH | DAY HAGAN ASSET MANAGEMENT | CAMPBELL PRIVATE WEALTH MANAGEMENT | ASHTON THOMAS PRIVATE WEALTH, LLC | ASHTON THOMAS PRIVATE WEALTH | ASHTON THOMAS

CRD#: 153902 / SEC#: 801-71512
RIA
Registered Investment Advisory firm - SEC (6/15/2010 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
IAR
Arizona
(4/29/2021)
IAR
Arkansas
(12/15/2025)
IAR
Florida
(5/3/2021)
IAR
Texas
(8/31/2023)
IAR
Wyoming
(4/28/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Dec 2006About the Series 66 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Jan 2002About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Sep 2001About the Series 7 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Michael Justin Porter's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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