Advisor at Ascentis Independent Advisors, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Ascentis Independent Advisors, LLC
Location
Park Rapids, MN 56601
Credentials
Series 66
Industry experience
3 years
Financial Planning & Consulting flat fees range from $1,500 to $10,000; Retirement Plan Consulting flat fees range from $750 to $10,000.
$0+: 2.00% maximum annually for Asset Management service $0+: 2.00% maximum annually for Comprehensive Portfolio Management service $0+: Up to 2.00% annually for Retirement Plan Consulting when fee is based on plan assets $0+: Up to 2.00% annually for Referrals to Third Party Managers
Certain representatives are also registered representatives of broker/dealers and may receive commissions from sales of securities or mutual funds, including trail fees.
Financial Planning & Consulting up to $350/hour; Retirement Plan Consulting up to $250/hour.
Fee-only: Financial planning and consulting charged hourly up to $350/hour or flat fees from $1,500 to $10,000; Retirement plan consulting charged hourly up to $250/hour, flat fees $750 to $10,000, or up to 2.00% of plan assets.
Golden State Equity Partners, LLC
2023 - Present (3 years)
Ameriprise Financial Services, Llc
2016 - 2023 (7 years)
Pine Park Family Dentistry
2015 - 2016 (1 year)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
Park Rapids, MN
Edward Jones
Series 63
Park Rapids, MN
Edward Jones
Series 65
Park Rapids, MN
Ascentis Independent Advisors, LLC
Series 63, Series 65
Park Rapids, MN
Ascentis Independent Advisors, LLC
Series 66
Nevis, MN
WELLth Advisory Services, LLC
Series 63, Series 65
Park Rapids, MN
Morgan Stanley
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