MM Ascend Life Investor Services, LLC

Broker-DealerFINRA Member
Total AUM
—
Accounts
0
Employees
12
Advisory reps
146
Brokerage reps
12
Avg account
$0

Firm details

Headquarters
Cincinnati, Ohio
CRD number
36451
Registered since
July 7, 1994
Fee structure
Other

Firm profile

FINTRX

Overview

MM Ascend Life Investor Services, LLC is a limited liability company that operates primarily as a broker-dealer and insurance broker. The firm provides intermediary services around investment and insurance products rather than acting as a capital allocator or a traditional multi-product registered investment adviser. Its fee structure is listed as "other," indicating non-standard or mixed compensation arrangements tied to brokerage and insurance commissions and related services. The firm is not identified as an active ESG investor. MM Ascend’s ownership is a mix of domestic entity and individual ownership. Industry affiliations noted in available records point to ties with broker-dealer and insurance companies, consistent with a business model centered on distribution and advisory support through brokerage and insurance channels.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

3 of 146
  • David Mebius

    David Mebius

    AVP, National Account ManagerCRD 5764355

  • Steven Koecheler

    Steven Koecheler

    Registered RepresentativeCRD 5153753

  • Brian Goldberg

    Brian Goldberg

    Regional Vice PresidentCRD 5237509

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Cincinnati, OH

Hamilton

Location

Cincinnati, OH

Headquartered in Cincinnati, OH, anchoring the Cincinnati-Wilmington-Maysville, OH-KY-IN metro in the Midwest.

Metro area
Cincinnati-Wilmington-Maysville, OH-KY-IN
Region
Midwest
County
Hamilton
Address
191 Rosa Parks St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth