Ascend Wealth Management Management Team
Contact top employees from
Ascend Wealth Management
Summary
Our mission is to identify our clients financial priorities, clarify their unique goals, and implement a comprehensive financial plan that will allow them to achieve wealth creation and preservation.<...Show more
Industries
Financial Services
Headquarters Location
Employees Size
1-10 employees
Specialties
Retirement Planning for Individuals and Businesses, Investment Management, Insurance & Risk Assesment, Estate Planning & Wealth Transfer
Employees Turnover 2 quarter 2025
Number of employees switched from or switched to
Total number all of employee turnover
Length of Employment
Employee tenure at Ascend Wealth Management shows a diverse range of experience levels:
8% have been with the company for less than 1 year25% for 1–2 years8% for 3–4 years25% for 5–7 years8% for 8–10 years25% have over 11 years of service at Ascend Wealth ManagementEx-employees positions
In Company
In New Company
Contact top employees from
Ascend Wealth Management
Kristi Turchan
Managing Partner
Robert Lutz
Financial Planner / Owner
Jason Scott
Manager of Investment Operations
Debbie Verker
Managing Partner
Claire Herrmann
Associate Wealth Management Advisor
Summer Sasser
Client Services Coordinator
Zimran Lawrence
Associate Financial Advisor
Mary Gates
Client Service Associate
Trevor Himschoot
Financial Advisor
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FAQ
Ascend Wealth Management operates in the Financial Services industries. More details can be found on the official website: ascendwm.com.
The headquarters of Ascend Wealth Management are located in Duluth, United States.
Ascend Wealth Management currently employs 1-10 people.
