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Michael J. Wong, CFA®, CPA/PFS™, CRSP® - Email & Phone Number

Senior Wealth Advisor at Ashton Thomas Private Wealth

Michael J. Wong, CFA®, CPA/PFS™, CRSP® is based out of Greater Billings Area and works at Ashton Thomas Private Wealth as Senior Wealth Advisor.

Michael J. Wong, CFA®, CPA/PFS™, CRSP®'s Contact Information

Latest update
May 21, 2024
Location
Greater Billings Area

Michael J. Wong, CFA®, CPA/PFS™, CRSP®'s Work History

Senior Wealth Advisor
Ashton Thomas Private Wealth
Nov 2021 - Present
Senior Financial Advisor
Wells Fargo Advisors
Dec 2018 - Nov 2021

Michael J. Wong, CFA®, CPA/PFS™, CRSP®'s Education

Montana State University-Bozeman
Business
1984 - 1989

Michael J. Wong, CFA®, CPA/PFS™, CRSP®'s Skills

Investments
Asset Allocation
Mutual Funds
High Net Worth Individuals
Investment Strategies
Alternative Investments

Michael J.'s current employer

Ashton Thomas Private Wealth logo

Ashton Thomas Private Wealth

Description
HQ Location
Scottsdale, AZ, United States
Number of employees
51-200
Industry
Financial Services
Latest update
May 1, 2024

Frequent questions about Michael J. Wong, CFA®, CPA/PFS™, CRSP®

What company is Michael J. Wong, CFA®, CPA/PFS™, CRSP® working for?
Michael J. Wong, CFA®, CPA/PFS™, CRSP® works for Ashton Thomas Private Wealth.
What is Michael J. Wong, CFA®, CPA/PFS™, CRSP®'s function at Ashton Thomas Private Wealth?
Michael J. Wong, CFA®, CPA/PFS™, CRSP® is Senior Wealth Advisor at Ashton Thomas Private Wealth.
Where is Michael J. Wong, CFA®, CPA/PFS™, CRSP® based?
Michael J. Wong, CFA®, CPA/PFS™, CRSP® is based out of Greater Billings Area.
Who are Michael J. Wong, CFA®, CPA/PFS™, CRSP®'s co-workers?
Michael J. Wong, CFA®, CPA/PFS™, CRSP®'s colleagues are Claudiu Barbos, Jolen Garcia, Brandon Cromer, Murray Smith, Erica Bloudek, Adam Hoffman, Patrick Foley, Alex Demack, Lance Knight, Shawn Porter, Kerry Severn, Blake Mattfeldt, Becca Dammann, Heidi Brodt, Taylor Knight, Jay Penney, David Hatfield, Joyce McDonough, Richard Garber, Bratton DuBose, Michael Porter, Karen McDade, Wills Marcello, Melissa Patafio, Jason Buchanan, Karen W. McDade, CFP®, AIF®, CDFA®, Brandon Kahoun, Katie Leech, Richard Pyle, Brad Burr, Ryan Lovett, Goda Stevens, Joseph Krasnov.
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Michael J.'s co-workers

Claudiu Barbos avatar
Claudiu Barbos
Director of Investments & Trading
Jolen Garcia avatar
Jolen Garcia
Director of Investment Operations
Brandon Cromer avatar
Brandon Cromer
Assistant Director of Investments & Trading, Portfolio Manager
Murray Smith avatar
Murray Smith
Director of Advanced Planning
Erica Bloudek avatar
Erica Bloudek
Director Of Operations
Adam Hoffman avatar
Adam Hoffman
Director of Investments and Trading
Patrick Foley avatar
Patrick Foley
Chief Operating Officer
Alex Demack avatar
Alex Demack
Executive Assistant
Lance Knight avatar
Lance Knight
Managing Wealth Advisor
Shawn Porter avatar
Shawn Porter
Wealth Advisor
Kerry Severn avatar
Kerry Severn
Wealth Advisor
Blake Mattfeldt avatar
Blake Mattfeldt
Private Client Tax Advisor
Becca Dammann avatar
Becca Dammann
Senior Wealth Advisor
Heidi Brodt avatar
Heidi Brodt
Business Manager
Taylor Knight avatar
Taylor Knight
Client Service Associate
Jay Penney avatar
Jay Penney
Senior Wealth Advisor
David Hatfield avatar
David Hatfield
Chief Technology Officer
Joyce McDonough avatar
Joyce McDonough
Investment Operations Manager
Richard Garber avatar
Richard Garber
Managing Wealth Advisor
Bratton DuBose avatar
Bratton DuBose
Managing Wealth Advisor
Michael Porter avatar
Michael Porter
Managing Sr. Wealth Advisor
Karen McDade avatar
Karen McDade
Senior Wealth Advisor
Wills Marcello avatar
Wills Marcello
Wealth Management Advisor
Melissa Patafio avatar
Melissa Patafio
Senior Transition Specialist
Jason Buchanan avatar
Jason Buchanan
Wealth Advisor
Karen W. McDade, CFP®, AIF®, CDFA® avatar
Karen W. McDade, CFP®, AIF®, CDFA®
Senior Wealth Advisor
Brandon Kahoun avatar
Brandon Kahoun
Wealth Advisor
Katie Leech avatar
Katie Leech
Senior Private Client Tax Advisor
Richard Pyle avatar
Richard Pyle
Wealth Advisor at Ashton Thomas Private Wealth
Brad Burr avatar
Brad Burr
Wealth Advisor
Ryan Lovett avatar
Ryan Lovett
Senior Wealth Advisor
Goda Stevens avatar
Goda Stevens
Wealth Advisor
Joseph Krasnov avatar
Joseph Krasnov
Information Technology System Administrator
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