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Financial ADVSR advisor directory · SEC adviser records

Ascend Investment Partners financial advisors in Ogden, UT

Every SEC-registered investment adviser representative at a Ascend Investment Partners office in Ogden, A to Z.

The short answer

4 registered advisors work at Ascend Investment Partners in Ogden, out of 5 at the firm nationwide; it ranks number 8 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.

Ascend Investment Partners advisors in Ogden, A to Z

Every Ascend Investment Partners advisor →

Ascend Investment Partners advisors in every city and state →Ascend Investment Partners: assets, clients and custodians →Advisor Moves: who changed firms this week →

Ascend Investment Partners advisors in other cities

Logan, UT 1

Other firms in Ogden

All Ogden advisors →

Merrill Lynch, Pierce, Fenner & Smith Incorporated 15LPL Financial LLC 10Edward Jones 9Strategic Advisers LLC 7Ameriprise Financial Services, LLC 5State Farm Investment Management Corp. 5Kestra Private Wealth Services, LLC 4Raymond James Financial Services Advisors, Inc. 3Stratos Wealth Partners, Ltd. 3

Questions

How many financial advisors does Ascend Investment Partners have in Ogden?

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

Is Ascend Investment Partners one of the largest advisor employers in Ogden?

Ascend Investment Partners ranks number 8 in Ogden by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 15.

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

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. Weighing a move? Compare payouts by firm or value a recruiting offer.