Ascendant Financial Solutions, Inc.

Ascendant Financial Solutions, Inc. (CRD# 116771) is a financial advisory firm headquartered in Flagstaff, AZ. They manage $113,098,000 in 468 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    113
    MILLION
  • Total Number of Accounts
    468
    ACCOUNTS
  • Average Account Value
    $241,662
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CO, TX

Financial Advisors at Ascendant Financial Solutions, Inc.
Showing 1 - 7 of 7 top financial advisors.
1
John E. Pope
CRD#: 804253
Anthem, AZ
96
Wealthminder
score

John Pope (CRD# 804253) is an Investment Advisor Representative working at Ascendant Financial Solutions, Inc. in Anthem, AZ and has over 22 years of experience in the finance industry.

2
Timothy G. Ruecker
CRD#: 1130825
1625 E. Northern Avenue, Suite 100, Phoenix, AZ 85020
96
Wealthminder
score

Timothy Ruecker (CRD# 1130825) is an Investment Advisor Representative working at Ascendant Financial Solutions, Inc. in Phoenix, AZ and has over 32 years of experience in the finance industry.

3
Tamara W. Kinney
CRD#: 4272821
809 W. Riordan, Suite 104, Flagstaff, AZ 86001
93
Wealthminder
score

Tamara Kinney (CRD# 4272821) is an Investment Advisor Representative working at Ascendant Financial Solutions, Inc. in Flagstaff, AZ and has over 12 years of experience in the finance industry.

4
Eric L. Souders
CRD#: 2932709
809 W. Riordan, Suite 104, Flagstaff, AZ 86001
93
Wealthminder
score

Eric Souders (CRD# 2932709) is an Investment Advisor Representative working at Ascendant Financial Solutions, Inc. in Flagstaff, AZ and has over 17 years of experience in the finance industry.

5
Keith M. Todhunter-Schaafsma
CRD#: 2458357
809 W. Riordan, Suite 104, Flagstaff, AZ 86001
93
Wealthminder
score

Keith Todhunter-Schaafsma (CRD# 2458357) is an Investment Advisor Representative working at Ascendant Financial Solutions, Inc. in Flagstaff, AZ and has over 22 years of experience in the finance industry.

6
Jason J. Dittberner
CRD#: 6613437
809 W. Riordan, Suite 104, Flagstaff, AZ 86001
87
Wealthminder
score

Jason Dittberner (CRD# 6613437) is an Investment Advisor Representative working at Ascendant Financial Solutions, Inc. in Flagstaff, AZ and has 1 year of experience in the finance industry.

7
James D. Hoyt
CRD#: 2264252
809 W. Riordan, Suite 104, Flagstaff, AZ 86001
83
Wealthminder
score

James Hoyt (CRD# 2264252) is an Investment Advisor Representative working at Ascendant Financial Solutions, Inc. in Flagstaff, AZ and has over 23 years of experience in the finance industry.

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