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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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HeadquartersGrand Rapids, United StatesEmployees17(11 to 50)Websiteascent.nm.comLinkedIn profileLinkedIn

Verified contacts

11

available on Kipplo

LinkedIn employees

17

11 to 50 range

Open roles

no listings

Distinct roles

9

indexed titles

Tech stack

0

tools in use

Monthly traffic

organic / mo

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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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