Keith
Todhunter-Schaafsma

Ascendant Financial Solutions, Inc

CRD#2458357
Investment Advisor
in Flagstaff, AZ

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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

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets, Fixed Fees, Others

Office Location

809 W. Riordan Suite 104
Flagstaff, AZ 86001

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Ascendant Financial Solutions, Inc Brokerage Details

Total Assets Under Management

$295,004,264

AZ Average: $1,555,372,352
Total Number of Employees

10

AZ Average: 37
Total Number of Accounts

618

AZ Average: 1,370
Average Account Size

$477,353

AZ Average: $1,135,308

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

Keith Todhunter-Schaafsma Work History

2006 - Present (18 years)

Ascendent Financial Solutions

2003 - Present (21 years)

Geneos Wealth Management, Inc

Created with Highcharts 6.0.7

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

Eric Souders
Flagstaff, AZ
Tamara Kinney
Flagstaff, AZ
James Hoyt
Flagstaff, AZ
Jason Dittberner
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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