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David Thompson,

Financial Advisor
  • LinkedIn

My
Story

Joining Ascend Advisory Group in 2010, David started at the bottom of the Great Recession in 2008 with no clients. He steadily built a successful business consisting of $280M of assets under management, and serving households across 34 states (as of 7/1/24). While he and his team serve business owners, entrepreneurs and high net worth individuals, a large portion of his clientele consist of manufacturing and telecommunication retirees and everyday families. David believes that his successful client relationships are built on mutual trust, simplification, and a commitment to a high level of service. David and his team proactively utilize one-on-one meetings as opportunities to help clients remain steadfast in their goals.

17

years in the industry
Certifications

CERTIFIED FINANCIAL PLANNER®

Series 7 Securities Registration

Series 66 Securities Registration

State Insurance License

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Education

Finance, Bachelor of Science, Ohio State University

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Family

In his free time, you’ll find David with his wife, Natalie and their two children, William and Louis.  They can regularly be found outside at parks, pools, or staying physically active.  David has a passion for ice hockey and his family are members and volunteers at Crossroads church.     

Awards:

2019-2025

Forbes Best-In-State Wealth Advisors

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2023

Forbes Top Next-Gen Wealth Advisors Best-in-State

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 2021, 2024

Forbes Top Next-Gen Wealth Advisors

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See full list of winners: Forbes award page.​

2025 Forbes Best-In-State Wealth Advisors; Awarded April 2025; Data compiled by SHOOK Research LLC based on the time period from 6/30/23- 6/30/24 (Source: Forbes.com). 2024 Forbes Best-In-State Wealth Advisors; Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 - 6/30/23. 2023 Forbes Best-In-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 - 6/30/22. 2022 Forbes Best-In-State Wealth Advisors: Awarded April 2022; Data compiled by SHOOK Research LLC based on the time period from 6/30/20 - 6/30/21. 2021 Forbes Best-In-State Wealth Advisors: Awarded February 2021; Data compiled by SHOOK Research LLC based on the time period from 6/30/19 - 6/30/20. 2020 Forbes Best-In-State Wealth Advisors: Awarded January 2020; Data compiled by SHOOK Research LLC based on the time period from 6/30/18 - 6/30/19. 2019 Forbes Best-In-State Wealth Advisors: Awarded February 2019; Data compiled by SHOOK Research LLC based on the time period from 6/30/17 - 6/30/18. Fee paid for use of marketing materials. View Award Disclosures

2023 Forbes Top Next-Gen Wealth Advisors Best-In-State: Awarded August 2023; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 - 3/31/23 (Source: Forbes.com). View Award Disclosures.

2024 Forbes Top Next-Gen Wealth Advisors: Awarded August 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24 (Source: Forbes.com). 2020 Forbes Top Next-Gen Wealth Advisors: Awarded July 2020; Data compiled by SHOOK Research LLC based on the time period from 3/31/19 - 3/31/20. View Award Disclosures

Some recognition to mention.

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