KS
Kory Swekla
from Ascension Wealth Partners, LLC
Kory Swekla is a financial advisor based in California, Pleasant Hill,
with 24 years of experience. Kory currently works for
Ascension Wealth Partners, LLC.
Kory maintains a S65 license (Uniform Investment Adviser Law Examination),
qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Kory Swekla works at Ascension Wealth Partners, LLC
Ascension Wealth Partners, LLC is a financial advisory firm based in Pleasant Hill, California. It currently has approximately $105,873,865 of assets under management and employs about 2 people. Ascension Wealth Partners, LLC uses a fee structure of and a percentage of assets under your management.
Certifications and registrations
Uniform Investment Adviser Law Examination (S65)
Years registered
6 years
Fee structure
and a percentage of assets under your management
Office location
391 Taylor Boulevard, Suite 125, Pleasant Hill, California, 94523
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