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).

By the Numbers
  • Total Assets Under Management
    15
    MILLION
  • Total Number of Accounts
    214
    ACCOUNTS
  • Average Account Value
    $68,734
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

OH

Financial Advisors at Mm Ascend Life Investor Services, LLC
Showing 1 - 10 of 14 top financial advisors.
1
Mark A. Briedis
CRD#: 4915635
191 Rosa Parks, Cincinnati, OH 45202

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.

2
William L. Consolino
CRD#: 2330944
Paoli, PA

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.

3
Brian J. Goldberg
CRD#: 5237509
191 Rosa Parks Street, Cincinnati, OH 45202

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.

4
Steven R. Koecheler
CRD#: 5153753
Denver, CO

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.

5
Scott A. Kramer
CRD#: 4941092
191 Rosa Parks, Cincinnati, OH 45202

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.

6
David A. Mebius
CRD#: 5764355
191 Rosa Parks, Cincinnati, OH 45202

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.

7
Peter J. Nerone
CRD#: 1953641
191 Rosa Parks, Cincinnati, OH 45202

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.

8
Philip A. Poonoosamy
CRD#: 5920346
191 Rosa Parks, Cincinnati, OH 45202

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.

9
Matthew G. Schmitz
CRD#: 5553610
191 Rosa Parks, Cincinnati, OH 45202

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.

10
Steven R. Schneider
CRD#: 3207620
191 Rosa Parks, Cincinnati, OH 45202

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.

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