Joanna
Mummert
The Ascent Group, LLC
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About this Advisor
Joanna Mummert is a financial advisor based out of Virginia Beach, Virginia with 2 years of relevant experience. Mummert is an advisor for The Ascent Group, LLC. Over the course of their career, they have held roles at Cetera Advisors LLC, Ameritas Investment Corp, Ameritas Life Insurance Corp, Cornerstone Financial Group, Amway Corporation, Younique, LLC, Asea, LLC, Alpha Omega Wealth, United States Census Bureau, The Ascent Group, LLC, Relm Appraisal Group, LLC and Ventures Non Profit. Mummert maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can serve investors in Washington. The Ascent Group, LLC is an advisory firm that has its headquarters in Virginia Beach, VA. It has offices in nine locations and a total of 30 advisors. It administers $3 billion in total assets between its 5,077 accounts, placing it among the largest firms in the country by assets under management. The firm serves 14 charitable organizations. Of its 5,077 accounts, 18% belong to high-net-worth investors who have greater than $1 million in assets. The Ascent Group, LLC offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial management fee schedules usually are based on which services the firm provides the client. However, fees charged by The Ascent Group, LLC likely consist of any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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The Ascent Group, LLC Brokerage Details
$2,526,906,387
30
5,077
$497,716
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Joanna Mummert Work History
Joanna has been registered as a financial advisor for 2 years.*
Relm Appraisal Group, LLC
The Ascent Group, LLC
Ameritas Investment Corp
Ventures Non Profit
Ameritas Life Insurance Corp
Asea, LLC
Alpha Omega Wealth
United States Census Bureau
Ameritas Investment Corp
Cornerstone Financial Group
Younique, LLC
Cetera Advisors LLC
Amway Corporation
*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 Joanna Mummert 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 The Ascent Group, LLC
Wayne, PA
Virginia Beach, VA
Virginia Beach, VA
Virginia Beach, VA
Virginia Beach, VA
Virginia Beach, VA
Virginia Beach, VA
Wayne, PA
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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