Brent
Keller
Ascend Investment Partners
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About this Advisor
Brent Keller is a financial advisor based in Ogden, Utah, working with Ascend Investment Partners. Brent has previously held positions at Wells Fargo Advisors Financial Network, LLC, Amara Development Company, and Kesler, Norman & Wride, LLC Dba Ascend Investment Partners. Brent has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Utah. Currently, Brent is part of Ascend Investment Partners, which operates out of Ogden, Utah. The firm has 1 office and 9 employees. The firm manages assets totaling $511.0 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and other services. The fee structure at Ascend Investment Partners includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Ascend Investment Partners Brokerage Details
$510,972,642
9
1,992
$256,512
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Other
Brent Keller Work History
Kesler, Norman & Wride, LLC Dba Ascend Investment Partners
Wells Fargo Advisors Financial Network, LLC
Amara Development Company
Disclosures
Please visit the SEC profile of Brent Keller 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 Ascend Investment Partners
Ogden, UT
Ogden, UT
Logan, UT
Logan, UT
Ogden, UT
Ogden, UT
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