Unclaimed Profile

Milton Dale Thiel

ASCENSION CAPITAL ADVISORS, INC.·HOUSTON, Texas

SIE, Series 7, Series 24, Series 63, Series 65CFPClean record23 years registeredASCENSION CAPITAL ADVISORS, INC.

4900 WOODWAY DRIVE, HOUSTON, TX 77056CRD# 4345473Firm CRD# 109518

Profile Verification

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

Identity

Milton Dale Thiel · HOUSTON, TX

Registration

CRD #4345473 · ASCENSION CAPITAL ADVISORS, INC. · 23 years registered

Brand Profile

Not yet started

Career History

TRINITY NECHES

Feb 2016 – present

ASCENSION CAPITAL ADVISORS, INC.

Jan 2006 – Jan 2016

HOUSTON, TX

AMERICAN GENERAL SECURITIES INCORPORATED

Jan 2003 – Mar 2005

SUGARLAND, TX

LINCOLN FINANCIAL ADVISORS CORPORATION

Aug 2002 – Nov 2002

HOUSTON, TX

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · August 16, 2002

Years registered · 23

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ASCENSION CAPITAL ADVISORS, INC.

CRD 109518 · SEC 801-57951

AUM

$561M

Regulatory assets under management

Employees

493 client accounts

Services offered by ASCENSION CAPITAL ADVISORS, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at ASCENSION CAPITAL ADVISORS, INC. →

Introduction

Speak with Milton

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Milton is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in HOUSTON?

Browse all registered financial advisors in HOUSTON, Texas or claim this profile if it's yours.

Browse HOUSTON Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Milton Dale Thiel offer?

Milton Dale Thiel specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in HOUSTON, Texas for a consultation.

What are Milton Dale Thiel's credentials?

Milton Dale Thiel holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Milton Dale Thiel located?

Milton Dale Thiel is based in HOUSTON, Texas, working with ASCENSION CAPITAL ADVISORS, INC.. Their office serves clients in the HOUSTON metropolitan area and surrounding communities.

How does Milton Dale Thiel charge for services?

Milton Dale Thiel's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ASCENSION CAPITAL ADVISORS, INC.?

ASCENSION CAPITAL ADVISORS, INC. has approximately 8 employees and manages $561M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →