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JO

Julie M. Olander

ASHTON THOMAS PRIVATE WEALTH
Bozeman, MT 59718
Some features on this profile are disabled
CRD#: 6700315
JO

Professional summary

Julie Marie Olander, CFP®, who also goes by Julie M Olander, Julie M Peters, is a registered financial advisor currently at ASHTON THOMAS PRIVATE WEALTH located in Bozeman, Montana.

Julie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Julie has worked at 9 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Julie M Olander | Julie M Peters

Other business activities

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.
JULY 2022; ASHTON THOMAS PRIVATE WEALTH, BOZEMAN, MT; INVESTMENT RELATED; INVESTMENT ADVISORY; FINANCIAL PLANNER; DEVOTE 160 HRS/MONTH JULY 2022, ASHTON THOMAS INSURANCE AGENCY, BOZEMAN, MT; INVESTMENT RELATED; FINANCIAL PLANNER; REVIEW AND COMPARE INSURANCE POLICIES AS WELL AS DETERMINE INSURANCE GAP ANALYSIS; DEVOTE 10 HRS/MONTH DURING MARKET HOURS. SEPT 2019; NOTARY PUBLIC, COLORADO SPRINGS, CO; NON INVESTMENT RELATED; NOTARY; DEVOTE 0 HRS/MONTH

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Julie Marie Olander's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 2022

Experience

Current

July 7, 2022 - Present

ASHTON THOMAS PRIVATE WEALTH

Office #1: 2928 Technology Blvd. West Suite 201, Bozeman, MT 59718
RIA
CRD#: 153902
Bozeman, MT
Past

July 25, 2022 - October 6, 2025

M. S. HOWELLS & CO.

BD
CRD#: 104100
BOZEMAN, MT
Past

September 4, 2019 - July 1, 2022

MERIT FINANCIAL ADVISORS

RIA
CRD#: 142457
COLORADO SPRINGS, CO
Past

September 3, 2019 - July 11, 2022

LPL FINANCIAL LLC

BD
CRD#: 6413
COLORADO SPRINGS, CO
Past

February 7, 2019 - September 4, 2019

1ST GLOBAL ADVISORS INC

RIA
CRD#: 111133
Colorado Springs, CO
Past

February 7, 2019 - September 4, 2019

1ST GLOBAL CAPITAL CORP.

BD
CRD#: 30349
Colorado Springs, CO
Past

January 8, 2018 - January 18, 2019

USAA INVESTMENT SERVICES COMPANY

RIA
CRD#: 5475
SAN ANTONIO, TX
Past

June 21, 2017 - January 8, 2018

USAA FINANCIAL PLANNING SERVICES

RIA
CRD#: 106352
Colorado Springs, CO
Past

October 3, 2016 - January 18, 2019

USAA FINANCIAL ADVISORS, INC.

BD
CRD#: 129035
COLORADO SPRINGS, CO

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 FINANCIAL | JAY R. PENNEY, LLC | GENTRY WEALTH MANAGEMENT | GENTRY ASSET ADVISORY LLC | FORGE PRIVATE WEALTH | 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 - (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.

Highlighted states indicate IAR registrations

IAR
Montana
(8/16/2022)

Exams

State Security Law Exam
IAR
Series 65
Date: 6/14/2017
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 10/18/2016
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 10/3/2016
General Securities Representative Examination

Current Firm

AT
ASHTON THOMAS PRIVATE WEALTH
AMPLIFY PLATFORM | SECOND 50 FINANCIAL | NORTE ADVISORS, LLC | MILL STREET FINANCIAL | JAY R. PENNEY, LLC | GENTRY WEALTH MANAGEMENT | GENTRY ASSET ADVISORY LLC | FORGE PRIVATE WEALTH | 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 - (6/15/2010 Approved)
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Contact information

Main Address
8605 East Raintree Drive Suite 280, Scottsdale, AZ 85260
Mailing Address
Phone number
(602) 732-4745
Established
Firm type
Fiscal year end
# of Employees
114

SEC notice filing (35 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A, APPENDIX 1 WRAP FEE PROGRAM BROCHURE (5/5/2025)
ADV PART 2A FIRM BROCHURE (5/5/2025)

Regulatory assets under management

Total Number of Accounts6,733
AUM (Assets Under Management)$ 4,051,333,740

Red Flags

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.

Company Information

ASHTON THOMAS PRIVATE WEALTH

CRD#: 153902Bozeman, MT 59718

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