Brian Walsh
Investment adviser representative at The Ascent Group, LLC
13 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$4.8BFirm assets
Are you Brian Walsh? 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 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
- Seminars and workshops
Experience
13 years in the industry.
- Osaic Wealth, Inc.Aug 2024 to now
- The Ascent Group, LLCMay 2021 to now
- Vested Advisors, LLCAug 2019 to now
- Ameritas Life Insurance CorpMay 2017 to now
- Walsh & Nicholson Financial GroupMay 2017 to now
- Ameritas Investment CorpMay 2017 to Jan 2023
- Lincoln Financial DistributorsNov 2013 to Apr 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 2 states (PA, TX).
The Ascent Group, LLC
$4.8BAssets managed
4,292Clients
20Advisers
5 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
- 6267410
- Firm CRD
- 314424