Kevin
Kesler
Ascend Investment Partners
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About this Advisor
Kevin Kesler is a financial advisor based out of Ogden, Utah with 3 years of relevant experience. Kesler is an employee of Ascend Investment Partners. Throughout their career, they have worked at Wachovia Securities Financial Network, LLC (11025) and Kesler, Norman & Wride, LLC Dba Ascend Investment Partners'. Kesler maintains Series 63 and Series 66 licenses, qualifying them as a securities agent, and can serve investors in Utah. Ascend Investment Partners is a registered investment company that has its headquarters in Ogden, UT. The company has a total of nine financial advisors. It oversees $456 million in total assets between its 1,624 accounts, making it one of the larger firms in the nation by assets under management. Of its 1,624 accounts, 19% belong to high-net-worth individuals who have at least $1 million in investable assets. Ascend Investment Partners provides a diverse assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and other services. Financial management fees typically are based on which services the firm provides the client. Fees billed by Ascend Investment Partners typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Ascend Investment Partners Brokerage Details
$456,333,797
9
1,624
$280,994
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
Kevin Kesler Work History
Kevin has been registered as a financial advisor for 3 years.*
Kesler, Norman & Wride, LLC Dba Ascend Investment Partners'
Wachovia Securities Financial Network, LLC (11025)
*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 Kevin 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
Ogden, UT
Logan, UT
Ogden, UT
Ogden, UT
Ogden, UT
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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