Donald Lee Parson
Investment adviser representative at Ascent Advisors
17 yearsExperience
2 statesRegistered in
CFADesignation
$110.8MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
17 years in the industry.
- Ascent Advisors LLCDec 2025 to now
- Corestone Wealth Management LLCJan 2025 to Dec 2025
- Advisornet FinancialAug 2023 to Dec 2024
- UsadvisorsSep 2022 to Aug 2023
- Nrl MortgageApr 2021 to Aug 2023
- Whitebox AdvisorsJul 2008 to Feb 2021
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
State registrations
Registered as an investment adviser representative in 2 states (MN, TX).
Ascent Advisors
Legal name: Ascent Advisors LLC
$110.8MAssets managed
171Clients
10Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2505491
- Firm CRD
- 335353