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Darcy Wride

Advisor at Ascend Investment Partners

Updated today
Ascend Investment Partners logo

Firm

Ascend Investment Partners

Location

Ogden, UT 84401

Credentials

Series 63, Series 65, Series 66

Industry experience

32 years

About

Darcy Wride is a financial advisor at Ascend Investment Partners in Ogden, UT, with 32 years of industry experience. He holds Series 63, 65, and 66 licenses and previously worked at Wells Fargo Advisors Financial Network LLC for 11 years. Outside of advising, he is a 25% member of an LLC that manages ownership administration of an airplane and hanger at Ogden Hinkley Airport. Ascend Investment Partners serves individual and high-net-worth clients as well as retirement plan sponsors, offering wrap asset management, discretionary separately managed accounts, and retirement plan consulting. The firm employs a structured planning process called the CLIMB method and uses a combination of fundamental, technical, and quantitative analysis alongside tactical and core-satellite asset allocation strategies.

Client services

Based on Ascend Investment Partners

Financial planning Portfolio management Pension consulting Selection of other advisers Financial institution consulting

Expertise

Based on Ascend Investment Partners

Annuities Options & derivatives strategies Real estate investing Active portfolio management

Fee options

Project-based

$100 to $500 per hour depending on complexity of services rendered.

Location

2225 Washington Blvd., Suite 110

Ogden, UT 84401

Most active in

Texas · Utah

Work history

Kesler, Norman & Wride, LLC dba Ascend Investment Partners

2020 - Present (6 years)

Wells Fargo Advisors Financial Network LLC

2009 - 2020 (11 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Brett A

Series 65

Ogden, UT

Cash Flow Investment Services LLC

Active portfolio management
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Elliot M

Series 63, Series 65

Ogden, UT

Sanguine Owl, Lc

Options & derivatives strategies Concentrated stock management

Garrett B

CFP®

West Haven, UT

Bybee Wealth Management LLC

Navigating the intricate financial world is a challenge, especially for small business owners and medical professionals who are deeply immersed in their respective fields. That's where Garrett, a Certified Financial Planner™, comes into play. With a deep-rooted passion for financial clarity and a genuine understanding of the unique hurdles faced by entrepreneurs and healthcare providers, Garrett has dedicated their career to crafting bespoke financial strategies. Their approach is more than just number-crunching; it's about understanding individual stories, ambitions, and concerns. Offering a harmonious blend of industry expertise and personalized attention, Garrett is committed to transforming complex financial jargons into actionable insights, ensuring that every client feels confident and informed about their financial future.

Business ownership considerations Tax strategies for small businesses Retirement plans for business owners (SEP, solo 401k) Doctor or Medical Professional Technology Professional Founder/Business Owner Gen X (Born 1965-1980)
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Jackson L

Series 65

South Weber, UT

Miser Asset Management

Wealth management Private / alternative investments Real estate investing
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Shannon I

Series 63, Series 66

Hooper, UT

Synergy FG

Wealth management Private / alternative investments Founder/Business Owner
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Denim S

Series 65

North Ogden, UT

Vantage Point Management, Inc.

Active portfolio management Options & derivatives strategies Factor investing / smart beta Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired Executive
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