Christopher
Kesler

Ascend Investment Partners

CRD#6057896
Investment Advisor
in Ogden, UT

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About this Advisor

Christopher Kesler is a financial advisor working in Ogden, Utah, with a total of 3 years of industry experience. Kesler currently works for Ascend Investment Partners. Over the course of their career, they have held roles at Wells Fargo Advisors Financial Network, LLC and Kesler, Norman & Wride, LLC Dba Ascend Investment Partners. Kesler holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Utah. Ascend Investment Partners is a registered investment company based out of Ogden, UT. It has a total of nine advisors. It controls $456 million in assets among its 1,624 accounts, placing it among the bigger financial advisory firms in the nation by assets under management. Of its 1,624 accounts, 19% are associated with high-net-worth clients who have more than $1 million in assets available to invest. The firm has a broad assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and other services. A financial advisor's fees usually depend on which services the firm provides the client. Fees billed by Ascend Investment Partners typically consist of asset-based fees.

Certifications and Registrations

Series 66

Years Registered*

3 years

Services Offered

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

Fee Structure

Percentage of Assets

Office Location

175 Historic 25Th Street Suite 200
Ogden, UT 84401

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Ascend Investment Partners Brokerage Details

Total Assets Under Management

$456,333,797

UT Average: $693,624,108
Total Number of Employees

9

UT Average: 12
Total Number of Accounts

1,624

UT Average: 1,115
Average Account Size

$280,994

UT Average: $622,084

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

Christopher Kesler Work History

Christopher has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Kesler, Norman & Wride, LLC Dba Ascend Investment Partners

2012 - 2020 (8 years)

Wells Fargo Advisors Financial Network, LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Christopher Kesler 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

Christopher Kesler
Ogden, UT
Brent Keller
Ogden, UT
Garrett Smith
Logan, UT
Darcy Wride
Ogden, UT
Kevin Kesler
Ogden, UT
Paul Norman
Logan, UT

The content in this profile was updated by SmartAsset on 4/16/2023. 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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