Ascendant Financial Solutions, Inc.

Ascendant Financial Solutions, Inc. (CRD# 116771) is a financial advisory firm headquartered in Flagstaff, AZ. They manage $295,004,264 in 618 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
809 W. Riordan, Suite 104, Flagstaff, AZ 86001
https://www.ascendant-financial.com
By the Numbers
  • Total Assets Under Management
    295
    MILLION
  • Total Number of Accounts
    618
    ACCOUNTS
  • Average Account Value
    $477,353
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, OR, TX

Financial Advisors at Ascendant Financial Solutions, Inc.
Showing 1 - 5 of 5 top financial advisors.
1
Jason Dittberner, financial advisor Flagstaff AZ
Jason J. Dittberner
CRD#: 6613437
809 W. Riordan, Suite 104, Flagstaff, AZ 86001

Jason Dittberner (CRD# 6613437) is an Investment Advisor Representative working at Ascendant Financial Solutions, Inc. in Flagstaff, AZ and has over 8 years of experience in the finance industry.

2
James Hoyt, financial advisor Flagstaff AZ
James D. Hoyt
CRD#: 2264252
809 W. Riordan, Suite 104, Flagstaff, AZ 86001

James Hoyt (CRD# 2264252) is an Investment Advisor Representative working at Ascendant Financial Solutions, Inc. in Flagstaff, AZ and has over 30 years of experience in the finance industry.

3
Tamara Kinney, financial advisor Flagstaff AZ
Tamara W. Kinney
CRD#: 4272821
809 W. Riordan, Suite 104, Flagstaff, AZ 86001

Tamara Kinney (CRD# 4272821) is an Investment Advisor Representative working at Ascendant Financial Solutions, Inc. in Flagstaff, AZ and has over 19 years of experience in the finance industry.

4
Eric Souders, financial advisor Flagstaff AZ
Eric L. Souders
CRD#: 2932709
809 W. Riordan, Suite 104, Flagstaff, AZ 86001

Eric Souders (CRD# 2932709) is an Investment Advisor Representative working at Ascendant Financial Solutions, Inc. in Flagstaff, AZ and has over 25 years of experience in the finance industry.

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

Keith Todhunter-Schaafsma (CRD# 2458357) is an Investment Advisor Representative working at Ascendant Financial Solutions, Inc. in Flagstaff, AZ and has over 30 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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