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David Wayne Stockmeier

THE ASCENT GROUP, LLC·VIRGINIA BEACH, Virginia
Unclaimed Profile
5029 CORPORATE WOODS DRIVE, VIRGINIA BEACH, VA 23462CRD# 2206260Firm CRD# 314424
01

About

David Wayne Stockmeier is a registered financial advisor based in VIRGINIA BEACH, Virginia, affiliated with THE ASCENT GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
THE ASCENT GROUP, LLC
THE ASCENT GROUP, LLC
AUM
$2.9B
Regulatory assets under management
Employees
23
Total firm employees
View all advisors at THE ASCENT GROUP, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2206260
Firm CRD# 314424
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does David Wayne Stockmeier offer?
David Wayne Stockmeier specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in VIRGINIA BEACH, Virginia for a consultation.
What are David Wayne Stockmeier's credentials?
David Wayne Stockmeier is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Wayne Stockmeier located?
David Wayne Stockmeier is based in VIRGINIA BEACH, Virginia, working with THE ASCENT GROUP, LLC. Their office serves clients in the VIRGINIA BEACH metropolitan area and surrounding communities.
How does David Wayne Stockmeier charge for services?
David Wayne Stockmeier's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is THE ASCENT GROUP, LLC?
THE ASCENT GROUP, LLC has approximately 23 employees and manages $2.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Virginia
RICHMOND (555)ARLINGTON (226)MCLEAN (211)CHARLOTTESVILLE (203)ALEXANDRIA (149)
City Guides
RICHMOND GuideARLINGTON GuideMCLEAN GuideCHARLOTTESVILLE GuideALEXANDRIA Guide
Research
Advisor Fees in VirginiaNational Fee Analysis
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