Ascent Investment Partners, LLC

Ascent Investment Partners, LLC (CRD# 152533) is a financial advisory firm headquartered in Overland Park, KS. They manage $1,085,420,783 in 1,466 accounts and serve the financial needs of clients across 28 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,085
    MILLION
  • Total Number of Accounts
    1,466
    ACCOUNTS
  • Average Account Value
    $740,396
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 pooled investment vehicles (other than investment companies)
  • 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.

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

Financial Advisors at Ascent Investment Partners, LLC
Showing 1 - 2 of 2 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 15 years of experience in the finance industry.

2
Bethanie J. Glawson
CRD#: 6295397
5700 W 112th St, Suite 500, Overland Park, KS 66211
90
Wealthminder
score

Bethanie Glawson (CRD# 6295397) is an Investment Advisor Representative working at Ascent Investment Partners, LLC in Overland Park, KS and has over 3 years of experience in the finance industry.

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