The Team

Ascendant Wealth Management Group

Putting clients first; it’s what we do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

· “Unbiased, puts my interest first”

· “Explains things in understandable terms”

· “Understands me and shares my values”

We’re proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is our priority. We offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.


Our Advisors

Courtney J Brandt

Courtney J Brandt

Financial Advisor

More about me...

Designations

CFP®, APMA®

Top Areas of Focus

  • Family Finances
  • Women's Financial Strategies
  • Investment Management

Education

Bachelor of Science, Finance and Accounting, Iowa State University 2009-2013

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Erin Christian

Erin Christian

Associate Financial Advisor

More about me...

Designations

CRPS®

Top Areas of Focus

  • Family Finances
  • Investments
  • Retirement Planning Strategies

Education

Bachelor of Science, Production Operations Management Iowa State University Ames, Iowa
AR License #16504858

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Nick Hammitt

Nick Hammitt

Financial Advisor

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Designations

CIMA®

Top Areas of Focus

  • Retirement Income Strategies
  • Investments
  • Intergenerational Planning

Education

Iowa Central Community College- AA degree

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Douglas J Marine

Douglas J Marine

Financial Advisor

More about me...

Designations

CFP®

Top Areas of Focus

  • Saving for Education
  • Retirement Planning Strategies
  • Estate Planning Strategies

Education

Kirkwood Community College 1987-1990 AA degree, University of Northern Iowa 1990-1992 BA General Studies

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Tyler Patten

Tyler Patten

Financial Advisor

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Top Areas of Focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Investment Management

Education

BA, General Studies - University of Northern Iowa, 2016

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Steven H Prottsman

Steven H Prottsman

Financial Advisor

More about me...

Designations

CFP®, CAP®, AEP®

Top Areas of Focus

  • Estate Planning Strategies
  • Insurance
  • Charitable Giving

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Cierra Walding

Cierra Walding

Financial Advisor

More about me...

Designations

CFP®, MS, CLU®, APMA®

Top Areas of Focus

  • Retirement Planning Strategies
  • Women's Financial Strategies
  • Investment Management

Education

Master of Science, Family Financial Planning - Iowa State University, 2012, BS, Business Finance - Iowa State University, 2010

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Our Staff

Lynette Brandt

Lynette Brandt

Business Development Manager

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Roles & Responsibilities

  • Seminar and Event Planning
  • Marketing and Advertising
Donna Downs

Donna Downs

Client Service Coordinator

Carrie Driscoll

Carrie Driscoll

Financial Planning Specialist

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Roles & Responsibilities

  • Financial Planning Case Analysis
  • Data Gathering
Angela Habben

Angela Habben

Operations Director

Chief Financial Officer
Diane Haggman

Diane Haggman

Client Service Coordinator

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Roles & Responsibilities

  • Greet Clients
  • Scheduling
  • Secure Document Storage
  • Check Deposit
  • Prepare for Client Appointments
Linda Lahr

Linda Lahr

Operations Manager

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Roles & Responsibilities

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

Leslye Yates

Client Service Coordinator

More about me...

Roles & Responsibilities

  • Greet Clients
  • Scheduling
  • Secure Document Storage
  • Check Deposit
  • Prepare for Client Appointments