Tamara Kinney, financial advisor Flagstaff AZ

Tamara Kinney

CRD Number: 4272821
Current Firm: Ascendant Financial Solutions, Inc.

Tamara Kinney (CRD# 4272821) is an Investment Advisor Representative working at Ascendant Financial Solutions, Inc. in Flagstaff, AZ and has over 16 years of experience in the finance industry.

Similar Advisors
Michael Abeshaus, financial advisor Flagstaff AZ
Michael Abeshaus
CRD# 5572046
Tci Wealth Advisors, Inc.
Similar Advisors
Kevin Aguas, financial advisor Flagstaff AZ
Kevin J. Aguas
CRD# 4573669
Cross State Financial Group LLC
Similar Advisors
Allen Atkins, financial advisor Flagstaff AZ
Allen B. Atkins
CRD# 6239393
Wt Wealth Management, LLC
Company Name Location Dates Years
Ascendant Financial Solutions Flagstaff, AZ Aug 2006 - Current 14
Geneos Wealth Management, Inc. Flagstaff, AZ May 2004 - Current 16
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2004
S66 NASAA Uniform Combined State Law Examination Mar 2008
Contact Info for Tamara W. Kinney
Phone Number: 928-774-9598
Registered State(s):
  • AZ
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States


Ready to hire a financial advisor? Get competitive proposals from multiple advisors.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.