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Financial ADVSR advisor directory · SEC adviser records

Ascend Investment Partners financial advisors in Utah

Every SEC-registered investment adviser representative at a Ascend Investment Partners office in Utah, by city and A to Z.

The short answer

5 registered advisors work at Ascend Investment Partners in Utah, out of 5 nationwide; it's the firm's number 1 state by advisors, and the most are in Ogden (4). 1 list the CFP designation and 0 are also registered broker representatives.

Ascend Investment Partners advisors by city in Utah

Every firm in Utah →

Ogden 4Logan 1

Ascend Investment Partners advisors in Utah, A to Z

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Questions

How many Ascend Investment Partners financial advisors are in Utah?

5 investment adviser representatives are registered at Ascend Investment Partners offices in Utah, according to the SEC's Investment Adviser Public Disclosure records, out of 5 at the firm nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.

Where in Utah does Ascend Investment Partners have the most advisors?

Ogden, with 4, then Logan (1). Ascend Investment Partners has advisors in 2 cities in Utah.

How do I check a Ascend Investment Partners advisor in Utah?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Ascend Investment Partners office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.