Ascent Wealth Management
At Ascent Wealth Management it's about YOU! Our highly personalized approach is focused on providing you with a sense of freedom and confidence for your financial future. Achieving your goals is our objective. Together we'll find the right solutions and opportunities for you, providing the essential advice to help you work towards your goals - a wealth management plan that goes beyond just investments. DISCLOSURE: Securities Offered through Cambridge Investment Research, Inc. A Registered Broker/Dealer. Member FINRA/SIPC Christina Orta, Alissa Kroeger, and Shannon Beahan, Financial Advisor. Advisory services offered through Cooper McManus, an SEC Registered Investment Advisory firm. Ascent Wealth Management, Cooper McManus, and Cambridge Investment Research, Inc. are not affiliated. Content provided via links to third party sites should not be considered an endorsement of content, which we cannot verify completeness or accuracy of.
7-day free trial · no credit card
Verified contacts
2
available on Kipplo
LinkedIn employees
3
1 to 10 range
Open roles
—
no listings
Distinct roles
2
indexed titles
Tech stack
0
tools in use
Monthly traffic
54
organic / mo
Sign up free to see all 2 verified contacts at Ascent Wealth Management
Free for 7 days · 50 credits · no card · only pay for verified records.
Decision-makers and verified team members
2 contacts with verified email or phone · masked until revealed.
Showing 1 of 2 verified contacts
Top roles at Ascent Wealth Management
2 distinct titles indexed · top 2 shown.
- 1financial planner
- 1partner coo financial advisor
Sign up to unlock all 2 contacts at Ascent Wealth Management
Free for 7 days · 50 credits · no card · only pay for verified records.
Sign up to reveal 2 verified contacts at Ascent Wealth Management
7-day trial · no credit card · cancel anytime · only pay for verified records.
Trusted by sales, marketing, and GTM engineering teams.