Martin Lewis, financial advisor Helena MT

Martin Lewis

CRD Number: 4034917
Current Firm: Ashton Thomas Private Wealth

Martin Lewis (CRD# 4034917) is an Investment Advisor Representative working at Ashton Thomas Private Wealth in Helena, MT and has over 21 years of experience in the finance industry.

Similar Advisors
David Ashby, financial advisor Helena MT
David W. Ashby
CRD# 6731431
Investment Management Group
Similar Advisors
Khamsin Bailey, financial advisor Helena MT
Khamsin R. Bailey
CRD# 6846265
D.a. Davidson & Company
Similar Advisors
Alexa Bass, financial advisor Helena MT
Alexa N. Bass
CRD# 6176121
D.a. Davidson & Company
Company Name Location Dates Years
M. S. Howells & Co Scottsdale, AZ Dec 2021 - Current < 1
Ashton Thomas Private Wealth Scottsdate, AZ Nov 2021 - Current < 1
Wells Fargo Clearing Services, LLC Helena, MT Feb 2020 - Nov 2021 1
Wells Fargo Private Bank Helena, MT Sep 1988 - Jan 2020 31
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2000
S65 NASAA Investment Advisors Law Examination Jul 2003
S66 NASAA Uniform Combined State Law Examination Mar 2020
Contact Info for Martin J. Lewis
Phone Number: 602-732-4745
Registered State(s):
  • AZ
  • CA
  • CO
  • ID
  • MO
  • MT
  • NE
  • OR
  • WA
  • WY
By the Numbers
  • Total Assets Under Management
    995
    MILLIONS
  • Total Number of Accounts
    2,730
    ACCOUNTS
  • Average Account Value
    $364,287
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AL, AR, AZ, CA, CO, FL, GA, ID, IL, LA, MI, MN, MO, MT, NC, NE, NM, NV, OH, OR, SC, TX, UT, VA, WA, WI, WY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.