Top financial advisors in Ogden, UT
We’ve curated a list of the best financial advisors in Ogden, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$430,047,204
Number of advisors
9 advisors
| $430,047,204 | 9 advisors |
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Ogden, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Ogden. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Ascend Investment Partners
Ascend Investment Partners, formerly known as Kesler, Norman & Wride, LLC, is a financial advisor firm based in Ogden, UT. Established in 2020, the firm specializes in providing a wide array of investment advisory services to individuals, high net worth individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and institutional clients. The firm is owned by CD Kesler Wealth Management, Inc., PM Norman Wealth Management, Inc., Haydar Properties, LLC, GGS Wealth Management, Inc., and Brett Keller. As a fiduciary, Ascend Investment Partners is committed to acting in the best interest of its clients. The firm offers services such as Wrap Asset Management, Pontera® Held Away Accounts Service, discretionary advisory services through First Clearing/Trade-PMR, retirement plan consulting, and annuity consulting. The firm follows a unique planning process called the CLIMBTM method, designed to guide clients through retirement systematically. Clients can expect transparent fee structures, with fees based on a percentage of assets under management for most services. Ascend Investment Partners does not accept performance-based fees or receive soft dollars in excess of what is allowed by regulations. The firm does not have custody of client assets and recommends qualified custodians for maintaining client assets. Overall, Ascend Investment Partners aims to provide personalized investment advice, maintain open communication with clients, and help them achieve their financial goals while managing risk effectively.
$430,047,204 under management
9 advisors
Fee structure
A percentage of assets under your management
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesPortfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)Pension Consulting ServicesFinancial Institution Consulting
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Ogden, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Ogden. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Your first meeting is free.