Advisors at this firm
Christopher K
Series 66
Ogden, UT
Ascend Investment Partners
Christopher Kesler is a financial advisor at Ascend Investment Partners with 13 years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Advisors Financial Network from 2012 to 2020. Outside of his advisory role, Kesler is a part owner of a Cold Stone Creamery franchise and provides guidance in its management. Ascend Investment Partners serves individual and high-net-worth clients as well as retirement plan sponsors, offering asset management, retirement plan consulting, and annuity consulting. The firm employs a structured planning process and combines fundamental, technical, quantitative, and sector analysis with various asset-allocation strategies, managing accounts primarily on a discretionary basis.
Brent K
Series 63, Series 66
Ogden, UT
Ascend Investment Partners
Brent Keller is a financial advisor at Ascend Investment Partners in Ogden, UT, holding Series 63 and Series 66 licenses with nine years of industry experience. He has worked at Ascend Investment Partners since 2018 and previously spent one year with Wells Fargo Advisors Financial Network and five years with Amara Development Company, where he remains a 40% owner and vice president involved in commercial real estate development. Ascend Investment Partners serves individual and high-net-worth clients as well as retirement plan sponsors, offering wrap asset management, discretionary separately managed accounts, and retirement plan and annuity consulting. The firm employs a structured planning process and integrates fundamental, technical, quantitative, and sector analysis with tactical and core-satellite asset allocation strategies.
Paul N
CFP®, Series 63, Series 66
Ogden, UT
Ascend Investment Partners
Paul Norman is a CFP® professional with 38 years of experience in the financial services industry. He is currently with Ascend Investment Partners, where he has worked since 2020, and previously spent 11 years at Wachovia Securities Financial Network. Outside of advisory work, he is president and a 41% owner of Western States Rebar Fabrication Inc., a rebar construction and fabrication company. Ascend Investment Partners serves individual and high-net-worth clients as well as retirement plan sponsors, offering asset management, retirement plan consulting, and annuity consulting. The firm employs a structured planning process called the CLIMB method and uses a combination of fundamental, technical, quantitative, and sector analysis alongside tactical and core-satellite asset allocation strategies.
Darcy W
Series 63, Series 65, Series 66
Ogden, UT
Ascend Investment Partners
Darcy Wride is a financial advisor at Ascend Investment Partners in Ogden, UT, with 32 years of industry experience. He holds Series 63, 65, and 66 licenses and previously worked at Wells Fargo Advisors Financial Network LLC for 11 years. Outside of advising, he is a 25% member of an LLC that manages ownership administration of an airplane and hanger at Ogden Hinkley Airport. Ascend Investment Partners serves individual and high-net-worth clients as well as retirement plan sponsors, offering wrap asset management, discretionary separately managed accounts, and retirement plan consulting. The firm employs a structured planning process called the CLIMB method and uses a combination of fundamental, technical, and quantitative analysis alongside tactical and core-satellite asset allocation strategies.
Garrett S
Series 66
Ogden, UT
Ascend Investment Partners
Garrett Smith is a financial advisor with Ascend Investment Partners in Logan, UT, holding a Series 66 designation and 12 years of industry experience. He previously worked at Wells Fargo Advisors and has been with Ascend Investment Partners since 2020. Outside of advising, he is involved with ParentingMagic.com, a parental education initiative. Ascend Investment Partners serves individual and high-net-worth clients, as well as retirement plan sponsors, offering wrap asset management, discretionary separately managed accounts, and retirement plan consulting. The firm uses a structured planning process called the CLIMB method and employs a combination of fundamental, technical, quantitative, and sector analysis alongside tactical and core-satellite asset allocation strategies.