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Ascend Investment Partners

Updated today

Client assets under management

$620,485,794

Clients

931

20% high-net-worth

Advisors

5

of 8 employees

Firm type

Team

5-30 advisors or >$500M in AUM

Clients per advisor

186

Very High

Average account size

$666,472

About

Ascend Investment Partners is a team-based registered investment adviser with five advisors managing roughly $661 million for individuals, high‑net‑worth clients, and employer retirement plans. The firm provides discretionary separately managed accounts, a firm‑sponsored wrap fee asset management program, retirement plan consulting, and annuity consulting services.

Portfolios are managed on an individualized, discretionary basis through wrapped accounts and via advisory programs that use custodians such as First Clearing/Trade‑PMR and Altruist, and the firm employs a mix of fundamental, technical, quantitative, sector and third‑party manager analysis. For certain strategies Ascend discloses the use of derivatives and options, margin/borrowing in separately managed accounts, and structured notes, each of which introduces issuer‑credit, leverage and liquidity considerations that the firm discusses in its brochure.

Compared with many peers, Ascend’s combination of sponsoring a wrap program while also using derivatives and borrowing in some SMAs is relatively uncommon among similar team advisers. The firm also provides annuity advisory services under contract with a broker‑dealer (Mutual Securities) and engages in consultant/referral arrangements with third parties, arrangements that are disclosed as potential additional sources of compensation.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Financial institution consulting

Expertise

Annuities Options & derivatives strategies Real estate investing Active portfolio management

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Fee options

Project-based

$100 to $500 per hour depending on complexity of services rendered.

Main office location

Ascend Investment Partners

2225 Washington Blvd., Suite 110

Ogden UT 84401, United States

Number of offices

2

Most active in

Arizona · California · Colorado · Florida · Idaho · Nevada · New Hampshire · New Mexico · New York · Oregon · Texas · Utah · Washington · Wyoming

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

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.

Annuities Options & derivatives strategies Real estate investing Active portfolio management
user avatar

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.

Annuities Options & derivatives strategies Real estate investing Active portfolio management
user avatar

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.

Annuities Options & derivatives strategies Real estate investing Active portfolio management
user avatar

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.

Annuities Options & derivatives strategies Real estate investing Active portfolio management
user avatar

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.

Annuities Options & derivatives strategies Real estate investing Active portfolio management
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