Ascent Wealth Partners
At Ascent Wealth Partners, we help decrease the distraction of complex financial planning to allow you to invest your time and energy in the things that matter most. Who We Serve: Executive Leaders Closely-Held Business Owners Personal Wealth Services Financial Planning Investment Advisory Services Retirement Planning Insurance Selection Trust Services Business Planning Services: Business Continuation Planning Employee Benefits Executive Benefits Qualified Plan Design + Implementation Ross Hoezee, Stephen Lowe, and Justin Haan use Ascent Wealth Partners as a marketing name for doing business as representatives of Northwestern Mutual. Ascent Wealth Partners is not a registered investment adviser, broker-dealer, insurance agency or federal savings bank. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Ross Hoezee, Stephen Lowe, and Justin Haan are Insurance Agents of NM.
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Verified contacts
11
available on Kipplo
LinkedIn employees
17
11 to 50 range
Open roles
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no listings
Distinct roles
9
indexed titles
Tech stack
0
tools in use
Monthly traffic
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organic / mo
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Decision-makers and verified team members
11 contacts with verified email or phone · masked until revealed.
- AW
Andrew Wentworth
Associate Wealth Management Advisor · Finance & Accounting
EmailPhone - AK
Ariana Kelly
Associate Financial Representative · Finance & Accounting
EmailPhone - AS
Avery Schrier
Marketing Manager · Other
EmailPhone - BV
Brianna Vandermeer
() · Other
EmailPhone - NP
Nate Palace
Director of Operations & Planning · Operations
EmailPhone - JH
Justin Haan
Partner and Private Wealth Advisor · Finance & Accounting
EmailPhone - BD
Brevin Deboer
Wealth Management Associate · Finance & Accounting
EmailPhone - GB
Garret Buchheit
Financial Planning Analyst · Finance & Accounting
EmailPhone - TH
Trevor Hagy
Private Wealth Analyst · Finance & Accounting
EmailPhone
Showing 9 of 11 verified contacts
Top roles at Ascent Wealth Partners
9 distinct titles indexed · top 9 shown.
- 2director of operations & planning
- 1()
- 1associate financial representative
- 1associate wealth management advisor
- 1financial planning analyst
- 1marketing manager
- 1partner and private wealth advisor
- 1private wealth analyst
- 1wealth management associate
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