Ascent Wealth Management
Company

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.
Industry
Financial Services
Employees
3
NAICS
Finance and Insurance
Monetary 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 Contact
Shannon Beahan, Cfp®, Aep® Partner - COO - Financial Advisor
Email Phone

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