MM Ascend Life Investor Services, LLC
Firm details
- Headquarters
- Cincinnati, Ohio
- CRD number
- 36451
- Registered since
- July 7, 1994
- Website
- www.massmutualascend.com
- Fee structure
- Other
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 146
David Mebius
AVP, National Account ManagerCRD 5764355

Steven Koecheler
Registered RepresentativeCRD 5153753

Brian Goldberg
Regional Vice PresidentCRD 5237509
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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