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Steve Leland CFP®'s
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Current Position:

Financial Planner at Ashton Thomas Private Wealth

Experience:

25 years

Location:

Scottsdale, Arizona

How to contact Steve Leland CFP®

Last updated:2025-07-09
emails******d@ashtonthomaspw.com
phone+1-***-***-5397
LinkedIn
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YouTube

Analytics

According to LinkedIn Steve Leland CFP® started working on 2000, then the employee has changed 4 companies and 5 jobs. On average, Steve Leland CFP® works for one company for 3 years 6 months. Steve Leland CFP® has been working as a Financial Planner for Ashton Thomas Private Wealth for 396 days. If you are interested in this candidate, contact him directly by using contact details provided by SignalHire.

Work Experience

Financial Planner at Ashton Thomas Private Wealth

Jul 2024 - Current

Financial Planner at U.S. Bank

Jul 2020 - Mar 2024

CFP® at Brightside

Jul 2019 - Jul 2020

Senior Activation Specialist/Financial Planner at LearnVest

Jun 2017 - Jul 2019

Associate Wealth Management Advisor at TIAA

Apr 2011 - Apr 2017

Senior Financial Consultant at TIAA

Sep 2007 - Mar 2011

Inbound/Outbound Representative at TIAA

Sep 2000 - Sep 2007

Education

Master's degree at The American College of Financial Services

Bachelor of Business Administration (BBA) at University of Iowa

Current Company Information Ashton Thomas Private Wealth

Name: Ashton Thomas Private Wealth

Speciality: Registered Investment Advisor, Wealth Management, Financial Planning, Financial Advisor, Estate Planning, Trusts, Foundations, High Net Worth, Portfolio Management, Investments, Retirement Planning

Location: Scottsdale, Arizona, United States

Employees: 100-200

HQ Phone: 6027324745

Email: info@at-pw.com

Description: Ashton Thomas Private Wealth is an investment advisory firm that provides investment advisory & financial services....

Frequently Asked Questions

How long has Steve Leland CFP® been working as a Financial Planner?

Steve Leland CFP®'s total experience in various companies as a Financial Planner 4 years.

What is Steve Leland CFP®'s minimum period of employment in the companies?

Steve Leland CFP®'s minimum period of employment in various companies is 1 year.

What is Steve Leland CFP®'s average duration of employment for different companies?

On average, Steve Leland CFP® works for one company for 3 years 11 months

What industries has Steve Leland CFP® worked in?

Steve Leland CFP® works in the Financial Services. Previously, Steve Leland CFP® worked in the Banking.

What positions has Steve Leland CFP® held before?

Previously, Steve Leland CFP® worked as a Financial Planner, and CFP®, and Senior Activation Specialist/Financial Planner, and Associate Wealth Management Advisor, and Senior Financial Consultant.

How do I contact Steve Leland CFP®?

Steve Leland CFP®'s email address is s******d@ashtonthomaspw.com, phone number is +1-***-***-5397. Sign up to get contact details.

Who is the President/CEO/Director of the Ashton Thomas Private Wealth?

The President/CEO/Director of the Ashton Thomas Private Wealth is Lance Millar

Who are Steve Leland CFP®'s peers at other companies?

Steve Leland CFP®'s peers at other companies are Zoe Kulic and Craig Burling and Arun Ganesan AFP®
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Other employees at Ashton Thomas Private Wealth

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Company
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H
Associate, Private Wealth Client Services
G
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