Is Ascent Right for You?

Chances are, you’re right for us. We value diversity in the types of business models, production levels and geographic locations we include in the Ascent Financial Network.

compassVariety of Business Models

We welcome investment consultants from independent broker-dealers, wirehouses, insurance businesses and those looking to slow down into semi-retirement or full retirement.

 

No One Size Fits All

Each investment consultants vision of independence is unique. Whether you only need support with compliance and supervision, or you would like to take advantage of our technology support, community, assistance with growing your business and succession planning, we have a customized solution to meet your needs. With customized pricing. No fees for services you don’t use.

 

Flexible Production Levels

We accept investment consultants and branches with a broad range of production levels. While we have several larger branches in terms of production and/or number of investment consultants, we also encourage those with smaller books of business to explore joining Ascent Financial Network. We can help you gain support by leveraging our collective size.

 

Geographic Diversity

While we have a large presence in Colorado, we have offices in California, Arizona, Wisconsin, Alabama, Montana, and Nebraska and are continuously looking to expand nationwide.