Brent Keller
Ascend Investment Partners · Ogden, Utah
Brent Keller is a fee-only financial advisor at Ascend Investment Partners in Ogden, Utah. Ascend Investment Partners reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Ascend Investment Partners |
|---|---|
| Based in | Ogden, Utah |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $661.4M across 2,122 accounts |
| SEC registration | Investment adviser representative in UT · CRD 5905603 |
| Exams passed | Series 63 (2011) · Series 66 (2019) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | www.ascendinvestment.com |
How Brent's firm compares
- Ascend Investment Partners's average account is about $312,000, from its Form ADV (assets managed divided by 2,122 accounts).
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Questions about Brent
Is Brent Keller a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Brent holds no broker registration, and Ascend Investment Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Brent charge for financial advice?
Brent's firm, Ascend Investment Partners, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Brent Keller based?
Brent Keller is based in Ogden, Utah.
Is Brent Keller registered with the SEC?
Yes. Brent Keller is registered as an investment adviser representative in UT (CRD 5905603), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Ascend Investment Partners manage?
Ascend Investment Partners reports $661.4M across 2,122 accounts in assets under management.
How do I contact Brent Keller?
Through Brent's website, www.ascendinvestment.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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