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Ulrike Louise Devoto

Ascent Financial Advisors

Porland, OR

CRD 3109230

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Employer firm

Ascent Financial Advisors CRD 154140

$46.9M regulatory AUM 30 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Ascent Financial Advisors

Porland, OR • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APP_PEND_IARCE 2026-01-01
  • OR RA
    APP_PEND_IARCE
    Since 2026-01-01

Branch Locations

Porland, OR • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ascent Financial Advisors Portland OR 07/2000 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1998-08-04
  • S65 Uniform Investment Adviser Law Examination
    1998-08-04
Designations
  • Certified Financial Planner
Other Names
  • Ulrike Devoto

View on SEC IAPD

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