Shelley Lof is a registered investment advisor at Ascentis Independent Advisors, LLC, based in Park Rapids, MN, with 17 years of industry experience. Shelley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 2,208 clients with $1.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ascentis Independent Advisors offers asset management and comprehensive portfolio management services. The maximum annual fee for these services is 2.00% of the value of your account, deducted quarterly in advance. Fees are negotiable. Ascentis may invest client assets in models created by affiliates, who could be compensated.
Location
203 Henrietta Ave N, Park Rapids, MN, 56470
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Shelley owns commercial real estate since 2017. She also works for Rypkema Operations, LLC as an AFA, dedicating about a quarter of her time to this investment-related activity, with more time during trading hours.
Employment History
Current Registrations
Ascentis Independent Advisors, LLC
Previous Registrations
Golden State Equity Partners, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Securian Financial Services, INC.Broker
Cri Securities, LLCBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.