Darren Jarosik is a CFP, ChFC-designated registered investment advisor at The Ascent Group, LLC, based in Hickman, NE, with 10 years of industry experience. Darren operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 3,703 clients with $4.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
TAG offers investment management services for an annual fee that can be up to 1.75% of the value of your portfolio. The exact percentage depends on the size and composition of your portfolio, the services you receive, and who provides the services. This fee is split between TAG, independent managers (if used), and the advisor. When using independent managers, TAG generally follows their billing procedures.
Location
Hickman, NE
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Darren is an Investment Operations Manager for Alera Group, Inc., a Registered Investment Advisor, providing operational support. This is a full-time commitment.
Employment History
Current Registrations
The Ascent Group, LLC
Osaic Wealth, INC.Broker
Previous Registrations
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
Ameritas Advisory Services, LLC
Ameritas Advisory Services
Ameritas Investment Company, LLCBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.