Keith
Todhunter-Schaafsma
Ascendant Financial Solutions, Inc
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About this Advisor
Keith Todhunter-Schaafsma is a financial advisor based in Flagstaff, Arizona, working with Ascendant Financial Solutions, Inc. Keith has previously held positions at Geneos Wealth Management, Inc and Ascendent Financial Solutions. Keith has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Arizona. Currently, Keith is part of Ascendant Financial Solutions, Inc, which operates out of Flagstaff, Arizona. The firm has 2 offices and 10 employees. The firm manages assets totaling $295.0 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Ascendant Financial Solutions, Inc includes asset-based, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Ascendant Financial Solutions, Inc Brokerage Details
$295,004,264
10
618
$477,353
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Keith Todhunter-Schaafsma Work History
Ascendent Financial Solutions
Geneos Wealth Management, Inc
Disclosures
Please visit the SEC profile of Keith Todhunter-Schaafsma to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Ascendant Financial Solutions, Inc
Flagstaff, AZ
Flagstaff, AZ
Flagstaff, AZ
Flagstaff, AZ
Flagstaff, AZ
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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