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Ascensus Investment Advisors, LLC CRD 120632
$13.0B regulatory AUM 10 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
140 Kendrick Street Building C Floor 3 Suite C320, Needham, MA 02494 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2019-11-21 |
Branch Locations
140 Kendrick Street Building C Floor 3 Suite C320, Needham, MA 02494 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cuna Mutual Group | Waverly | IA | 09/2013 | 06/2019 |
| Cuna Brokerage Services, Inc | Waverly | IA | 09/2013 | 06/2019 |
| Ascensus | Dresher | PA | 07/2019 | Present |
Applicant serves as an Election Clerk for the Town of Lebanon, Maine. This work is primarily clerical in nature and is performed in support of primary, general, and special elections. The Municipal Offices for the Town of Lebanon are located at 15 Upper Guinea Road, Lebanon, ME 04027. Applicant devotes 18-20 hours annually in this non-investment related position. The hours associated with this activity do not conflict with Ascensus business hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-03-01 |
| S63 | Uniform Securities Agent State Law Examination | 2000-02-04 |
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