Brent Keller is a registered investment advisor at Ascend Investment Partners, based in Ogden, UT, with 9 years of industry experience. Brent operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 1,080 clients with $620M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ascend Investment Partners offers wrap asset management services, with fees detailed in a separate Wrap Fee Program Brochure. They also manage held-away accounts through the Pontera platform, with platform fees paid by Ascend. Discretionary advisory services are available through First Clearing/Trade-PMR, with program fees not exceeding 2.50% of assets.
Location
2225 Washington Blvd., Suite 110, Ogden, UT, 84401
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Brent is a 40% owner and VP of Amara Development Company, a commercial real estate development firm, since 2014. He dedicates minimal time to this activity.
Employment History
Current Registrations
Ascend Investment Partners
Previous Registrations
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLCBroker
Fidelity Brokerage Services LLCBroker
State Registrations1 state
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