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Financial ADVSR advisor directory · SEC adviser records

Ascent Advisors financial advisors in Minnesota

Every SEC-registered investment adviser representative at a Ascent Advisors office in Minnesota, by city and A to Z.

The short answer

10 registered advisors work at Ascent Advisors in Minnesota, out of 10 nationwide; it's the firm's number 1 state by advisors, and the most are in Maple Grove (5). 2 list the CFP designation and 0 are also registered broker representatives.

Ascent Advisors advisors by city in Minnesota

Every firm in Minnesota →

Maple Grove 5Mankato 3Buffalo 1Lindstrom 1

Ascent Advisors advisors in Minnesota, A to Z

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Questions

How many Ascent Advisors financial advisors are in Minnesota?

10 investment adviser representatives are registered at Ascent Advisors offices in Minnesota, according to the SEC's Investment Adviser Public Disclosure records, out of 10 at the firm nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.

Where in Minnesota does Ascent Advisors have the most advisors?

Maple Grove, with 5, then Mankato (3). Ascent Advisors has advisors in 4 cities in Minnesota.

How do I check a Ascent Advisors advisor in Minnesota?

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 Ascent Advisors office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.