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RIA / WealthAdvisorCertified Financial Planner32 years in industry

KERRY CLIFFORD SEVERN

Advisor at ASHTON THOMAS PRIVATE WEALTH

Draper, UT | SCOTTSDALE, AZ

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Search this name across graphsid dfx:ria:07991448-b357-9880-3653-27dd3f70bdf2

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 3:50 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Jan 26, 2001 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: ASHTON THOMAS PRIVATE WEALTH
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Oct 4, 1993earliest registration or exam on IAPD
Years in industry: 32derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S63|S66
First exam: Oct 4, 1993
First registration: Jan 26, 2001
Dual registered: no
IAPD individual key: 2397261

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
ASHTON THOMAS PRIVATE WEALTH	Independent wealth	Jan 7, 2020	n/a	yes	SCOTTSDALE, AZ\|Draper, UT	Current employment
EDELMAN FINANCIAL ENGINES	Independent wealth	Nov 1, 2018	Nov 26, 2019	no	SALT LAKE CITY, UT	Previous registration
EDELMAN FINANCIAL SERVICES, LLC	Former SEC adviser	Jul 8, 2014	Nov 1, 2018	no	SALT LAKE CITY, UT\|FAIRFAX, VA	Previous registration
STRATEGIC ADVISERS LLC	National bd RIA	Jan 26, 2001	Jul 10, 2014	no	IRVINE, CA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
EDELMAN FINANCIAL ENGINES	ASHTON THOMAS PRIVATE WEALTH	Nov 26, 2019	Jan 7, 2020	42	Firm change	RIA to RIA
EDELMAN FINANCIAL SERVICES, LLC	EDELMAN FINANCIAL ENGINES	Nov 1, 2018	Nov 1, 2018	0	Bulk transfer	Ibd to RIA
STRATEGIC ADVISERS LLC	EDELMAN FINANCIAL SERVICES, LLC	Jul 10, 2014	Jul 8, 2014	-2	Firm change	Other

Relationships

Registered with (4)

→ ASHTON THOMAS PRIVATE WEALTHRegistered adviserregistration: current employment
Jan 7, 2020 to presentfactForm ADV
→ EDELMAN FINANCIAL ENGINESRegistered adviserregistration: previous registration
Nov 1, 2018 to Nov 26, 2019factForm ADV
→ EDELMAN FINANCIAL SERVICES, LLCRegistered adviserregistration: previous registration
Jul 8, 2014 to Nov 1, 2018factForm ADV
→ STRATEGIC ADVISERS LLCRegistered adviserregistration: previous registration
Jan 26, 2001 to Jul 10, 2014factForm ADV

Dated events

No dated event names this entity yet.