Ascendant Wealth Management Group

Knowing how to make the most of your Social Security benefits can be confusing, and mistakes such as taking benefits too early can be costly. With our exclusive Confident Retirement® approach and our background in retirement planning, we help our clients and their dependents take full advantage of their Social Security benefits. We work with our clients to develop a customized plan to help them gain financial confidence to live the full and rich life they’ve earned.

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Team photo for Ascendant Wealth Management Group
Team photo for Ascendant Wealth Management Group

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Advisors

Cierra Walding

CFP®, MS, CLU®, APMA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Cierra Walding's website

Courtney J Brandt

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Courtney J Brandt's website

Randy M Herr

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Randy M Herr's website

Rob Marshall

CRPC

Private Wealth Advisor

Chartered Retirement Planning Counselor™
Visit Rob Marshall's website

Jenny Johnson

ChFC®, CRPC, APMA

Financial Advisor

Chartered Retirement Planning Counselor™
Visit Jenny Johnson's website

Brad Holland

CRPC

Financial Advisor

Chartered Retirement Planning Counselor™
Visit Brad Holland's website

Brian C Losh

CFP®, ChFC®, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Brian C Losh's website


Team

Angela Habben

Angela Habben

Operations Director,

Chief Financial Officer of Ascendant Wealth Management Group
Britney Conlon

Britney Conlon

Marketing Specialist,

Business Development Specialist
Linda Lahr

Linda Lahr

Operations Manager

Personal Intro

I have been with AWMG since 2003. When I’m not at work you can often find me watching my kids participating in their various school and community activities. I live in Webster City with my husband Nate, children Jake, Brandon, Amanda and Zack.

Qualifications

  • Bachelor Degree from the University of Northern Iowa
  • Series 7
  • Series 66
  • Series 65
  • Variable Life & Variable Annuity
  • Accident & Health Insurance

Roles & Responsibilities

  • Implement quality improvements and efficiencies
  • Supervise administrative staff and manage team interactions
  • Provide training and support to the team
  • Resolve issues
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Tracy Ihle

Tracy Ihle

Practice Manager




Experience the power of alliance partnerships

We are always looking for new, innovative ways to help you reach your financial goals. That’s why we partner with local professionals that can elevate your overall financial planning experience. For more information on professional alliance partnerships, click the link(s) below or reach out directly to our practice. Together, we are ready to help you on your financial journey.