RIA Intelligence

ASCENT FINANCIAL ADVISORS LLC

Legal name: ASCENT ADVISORS

CRD #335353 SEC #801-134543 MANKATO, MN 952-444-3100
SEC Registered
Total AUM
$0
Discretionary
$0
Employees
9
Clients
0
Accounts
0

Firm Details

Organization Type
Limited Liability Company
State of Formation
Minnesota
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Nov 18, 2025
Branch Offices
1

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
Holt, Jared, MichaelICHIEF COMPLIANCE OFFICERNA Control
Holt, Jared, MichaelICHIEF COMPLIANCE OFFICERNA Control
Holt, Jared, MichaelICHIEF COMPLIANCE OFFICERNA Control
Holt, Jared, MichaelICHIEF COMPLIANCE OFFICERNA Control
ASCENT ADVISORS 2 LLCDEHOLDING COMPANYE Control
ASCENT ADVISORS 2 LLCDEHOLDING COMPANYE Control
ASCENT ADVISORS 2 LLCDEHOLDING COMPANYE Control
ASCENT ADVISORS 2 LLCDEHOLDING COMPANYE Control
ORTH, PETER, CELESTINEIPARTNERC Control
ORTH, PETER, CELESTINEIPARTNERC Control
ORTH, PETER, CELESTINEIPARTNERB Control
ORTH, PETER, CELESTINEIPARTNERB Control

Registrations

Federal

IA
Nov 18, 2025 REGISTERED

Notice Filings (2)

MN WI

Address

1600 MADISON AVENUE
SUITE 103
MANKATO, MN 56001
United States
Phone: 952-444-3100