Ascent Wealth Management
Financial Services
4195 E. Thousand Oaks Blvd.
3 employees
- Employees
- 3
- Contacts
- 1
- Emails
- 1
- Phones
- 1
Ascent Wealth Management Overview
- Headquarters
- 4195 E. Thousand Oaks Blvd.
- Website
- myascentwealth.com
- Industry
- Financial Services
- Employees
- 3
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
Keywords
About Ascent Wealth Management
At Ascent Wealth Management it's about YOU! Our highly personalized approach is focused on providing you with a sense of freedom and confidence for your financial future. Achieving your goals is our objective. Together we'll find the right solutions and opportunities for you, providing the essential advice to help you work towards your goals - a wealth management plan that goes beyond just investments. DISCLOSURE: Securities Offered through Cambridge Investment Research, Inc. A Registered Broker/Dealer. Member FINRA/SIPC Christina Orta, Alissa Kroeger, and Shannon Beahan, Financial Advisor. Advisory services offered through Cooper McManus, an SEC Registered Investment Advisory firm. Ascent Wealth Management, Cooper McManus, and Cambridge Investment Research, Inc. are not affiliated. Content provided via links to third party sites should not be considered an endorsement of content, which we cannot verify completeness or accuracy of.
Ascent Wealth Management Contact Details
- People in AeroLeads
- 1
- With contact data
- 1
- Email contacts
- 1
- 100.0% coverage
- Phone contacts
- 1
- 100.0% coverage
Ascent Wealth Management Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Shannon Beahan, Cfp®, Aep® | Partner - COO - Financial Advisor | Westlake Village, California, United States |
Email
Phone
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