Mm Ascend Life Investor Services, LLC
Mm Ascend Life Investor Services, LLC (CRD# 36451) is a financial advisory firm headquartered in Cincinnati, OH. They manage $14,709,000 in 214 accounts and serve the financial needs of clients across 1 states (or territories).
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Total Assets Under Management15MILLION
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Total Number of Accounts214ACCOUNTS
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Average Account Value$68,734
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
OH
Mark Briedis (CRD# 4915635) is an Investment Advisor Representative working at Mm Ascend Life Investor Services, LLC in Cincinnati, OH and has over 18 years of experience in the finance industry.
William Consolino (CRD# 2330944) is an Investment Advisor Representative working at Mm Ascend Life Investor Services, LLC in Paoli, PA and has over 30 years of experience in the finance industry.
Brian Goldberg (CRD# 5237509) is an Investment Advisor Representative working at Mm Ascend Life Investor Services, LLC in Cincinnati, OH and has over 17 years of experience in the finance industry.
Steven Koecheler (CRD# 5153753) is an Investment Advisor Representative working at Mm Ascend Life Investor Services, LLC in Denver, CO and has over 14 years of experience in the finance industry.
Scott Kramer (CRD# 4941092) is an Investment Advisor Representative working at Mm Ascend Life Investor Services, LLC in Cincinnati, OH and has over 18 years of experience in the finance industry.
David Mebius (CRD# 5764355) is an Investment Advisor Representative working at Mm Ascend Life Investor Services, LLC in Cincinnati, OH and has over 12 years of experience in the finance industry.
Peter Nerone (CRD# 1953641) is an Investment Advisor Representative working at Mm Ascend Life Investor Services, LLC in Cincinnati, OH and has over 34 years of experience in the finance industry.
Philip Poonoosamy (CRD# 5920346) is an Investment Advisor Representative working at Mm Ascend Life Investor Services, LLC in Cincinnati, OH and has over 12 years of experience in the finance industry.
Matthew Schmitz (CRD# 5553610) is an Investment Advisor Representative working at Mm Ascend Life Investor Services, LLC in Cincinnati, OH and has over 13 years of experience in the finance industry.
Steven Schneider (CRD# 3207620) is an Investment Advisor Representative working at Mm Ascend Life Investor Services, LLC in Cincinnati, OH and has over 16 years of experience in the finance industry.