David L Tippets
Investment adviser representative at Ascensus Investment Advisors, LLC
15 yearsExperience
1 stateRegistered in
$13BFirm assets
24 yearsFirm in business
Are you David L Tippets? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
15 years in the industry.
- Ascensus Investment Advisors, LLCDec 2023 to now
- AscensusMay 2023 to now
- Soltis Investment Advisors, LLCJan 2021 to May 2023
- Principal Securities IncMar 2016 to Jan 2021
- Principal Life Insurance CompanyNov 2011 to Jan 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2016
- Series 63 · Uniform Securities Agent State Law2024
State registrations
Registered as an investment adviser representative in 1 state (MA).
Ascensus Investment Advisors, LLC
$13BAssets managed
27Clients
43Advisers
24 yearsIn 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
- 2676224
- Firm CRD
- 120632