Ascent Investment Partners, LLC

Ascent Investment Partners, LLC (CRD# 152533) is a financial advisory firm headquartered in Leawood, KS. They manage $866,776,347 in 1,048 accounts and serve the financial needs of clients across 35 states (or territories).

By the Numbers
  • Total Assets Under Management
    867
    MILLION
  • Total Number of Accounts
    1,048
    ACCOUNTS
  • Average Account Value
    $827,077
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
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.

AK, AL, AZ, CA, CO, CT, FL, GA, HI, IA, IL, IN, KS, MA, MD, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NV, NY, OH, OK, PA, SC, TN, TX, UT, VA, WA

Financial Advisors at Ascent Investment Partners, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Jeffrey L. Ladd
CRD#: 3140450
4200 West 115th Street, Suite 100, Leawood, KS 66211
96
Wealthminder
score

Jeffrey Ladd (CRD# 3140450) is an Investment Advisor Representative working at Ascent Investment Partners, LLC in Leawood, KS and has over 14 years of experience in the finance industry.

2
Ross A. Maynard
CRD#: 5670234
4200 West 115th Street, Suite 100, Leawood, KS 66211
96
Wealthminder
score

Ross Maynard (CRD# 5670234) is an Investment Advisor Representative working at Ascent Investment Partners, LLC in Leawood, KS and has over 7 years of experience in the finance industry.

3
Sandra L. Pourcillie
CRD#: 3005147
4200 West 115th Street, Suite 100, Leawood, KS 66211
96
Wealthminder
score

Sandra Pourcillie (CRD# 3005147) is an Investment Advisor Representative working at Ascent Investment Partners, LLC in Leawood, KS and has over 18 years of experience in the finance industry.

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