Unclaimed Profile

Kory Kenneth Swekla

ASCENSION WEALTH PARTNERS, LLC·PLEASANT HILL, California

Series 65Clean record25 years registeredASCENSION WEALTH PARTNERS, LLC

391 TAYLOR BOULEVARD, PLEASANT HILL, CA 94523CRD# 4518467Firm CRD# 146451

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Kory Kenneth Swekla · PLEASANT HILL, CA

Registration

CRD #4518467 · ASCENSION WEALTH PARTNERS, LLC · 25 years registered

Brand Profile

Not yet started

Career History

ASCENSION WEALTH PARTNERS, LLC

Mar 2008 – present

EQUIUS PARTNERS, INC.

Apr 2005 – Mar 2008

NOVATO, CA

STEIN ROE INVESTMENT COUNSEL, INC.

Dec 2000 – Mar 2005

SANFRANCISCO, CA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · December 22, 2000

Years registered · 25

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ASCENSION WEALTH PARTNERS, LLC

CRD 146451 · SEC 801-120716

AUM

$117M

Regulatory assets under management

Employees

118 client accounts

Services offered by ASCENSION WEALTH PARTNERS, LLC

Per Form ADV

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

View all advisors at ASCENSION WEALTH PARTNERS, LLC →

Introduction

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Frequently Asked Questions

What services does Kory Kenneth Swekla offer?

Kory Kenneth Swekla specializes in Investment Management, Fee-Only Advisory. Contact their office in PLEASANT HILL, California for a consultation.

What are Kory Kenneth Swekla's credentials?

Kory Kenneth Swekla is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kory Kenneth Swekla located?

Kory Kenneth Swekla is based in PLEASANT HILL, California, working with ASCENSION WEALTH PARTNERS, LLC. Their office serves clients in the PLEASANT HILL metropolitan area and surrounding communities.

How does Kory Kenneth Swekla charge for services?

Kory Kenneth Swekla's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ASCENSION WEALTH PARTNERS, LLC?

ASCENSION WEALTH PARTNERS, LLC has approximately 2 employees and manages $117M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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