Emily Russo Walls
Investment adviser representative at Ascension Capital Advisors, Inc.
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$938.5MFirm 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 assetsFixed 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
10 years in the industry.
- Ascension Capital Advisors, Inc.Jul 2020 to now
- Purshe Kaplan Sterling InvestmentsSep 2020 to Apr 2025
- UBS Financial Services Inc.Oct 2018 to Jun 2020
- For Friends and Family, LLCApr 2017 to Oct 2018
- Homeplate Peanut ButterFeb 2015 to Feb 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (TX).
Ascension Capital Advisors, Inc.
$938.5MAssets managed
240Clients
9Advisers
26 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
- 7033554
- Firm CRD
- 109518