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Financial ADVSR advisor directory · SEC adviser records

Ascentis Independent Advisors, LLC financial advisors in Minnesota

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

The short answer

4 registered advisors work at Ascentis Independent Advisors, LLC in Minnesota, out of 44 nationwide; it's the firm's number 3 state by advisors, and the most are in Bemidji (3). 1 list the CFP designation and 0 are also registered broker representatives.

Ascentis Independent Advisors, LLC advisors by city in Minnesota

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Bemidji 3Grand Rapids 1

Ascentis Independent Advisors, LLC advisors in Minnesota, A to Z

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Ascentis Independent Advisors, LLC advisors in every state →Ascentis Independent Advisors, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

Ascentis Independent Advisors, LLC in other states

Texas 19California 9Colorado 3

Questions

How many Ascentis Independent Advisors, LLC financial advisors are in Minnesota?

4 investment adviser representatives are registered at Ascentis Independent Advisors, LLC offices in Minnesota, according to the SEC's Investment Adviser Public Disclosure records, out of 44 at the firm nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.

Where in Minnesota does Ascentis Independent Advisors, LLC have the most advisors?

Bemidji, with 3, then Grand Rapids (1). Ascentis Independent Advisors, LLC has advisors in 2 cities in Minnesota.

How do I check a Ascentis Independent Advisors, LLC 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 Ascentis Independent Advisors, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.