Ascent Advisors

Thomas Koehn is a financial advisor with Ascent Advisors and holds Series 63 and Series 65 licenses. He has 16 years of industry experience, including previous roles at Allianz Life Insurance Company of North America and Corestone Wealth Management LLC. Koehn is also involved with American Senior Benefits, where he engages in insurance sales. Ascent Advisors offers portfolio management, financial planning, pension consulting, and Delaware Statutory Trust consulting services to individuals, high-net-worth clients, and business entities. The firm integrates multiple analytical approaches and emphasizes long-term trading, with a focus on equitable allocation and collaborative coordination in specialized real estate investment consults.

Charlotte Rasmussen is a financial advisor at Ascent Advisors with one year of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at firms including MML Investors Services, LLC, NYLIFE Securities LLC, and MassMutual Life Insurance Co. Outside of her advisory roles, she has experience in the hospitality and insurance industries. Ascent Advisors is a team-based firm that provides portfolio management, financial planning, pension consulting, and specialized Delaware Statutory Trust (DST) consulting to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm combines modern portfolio theory with quantitative, fundamental, technical, and charting analysis, emphasizing long-term trading and regular portfolio monitoring.

Jared Holt is a financial advisor at Ascent Advisors with 10 years of industry experience. He holds a Series 66 designation and has worked at several firms including Triad Advisors and Harbour Investments. Outside of his advisory role, he serves as CEO of Ascent Financial, focusing on insurance and consulting. Ascent Advisors offers portfolio management, financial planning, pension consulting, and specialized Delaware Statutory Trust consulting to individuals and business entities. The firm combines multiple investment analysis methods, emphasizes long-term trading, and provides discretionary account management without account minimums.

Donald Parson Jr. is a CFA® charterholder with five years of industry experience. He is currently with Ascent Advisors and has held roles at Corestone Wealth Management, Advisornet Financial, USAdvisors, NRL Mortgage, and Whitebox Advisors. Outside of financial advising, he is a general partner in a property management business. Ascent Advisors is a team-based firm serving individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm offers portfolio management, financial planning, pension consulting, and Delaware Statutory Trust consulting, using a blend of modern portfolio theory and quantitative, fundamental, and technical analysis to guide long-term investment strategies.

Chad Weinhold is a financial advisor at Ascent Advisors with 17 years of industry experience. He holds the ChFC® and Series 63 designations. His prior roles include positions at Allianz Life, Oracle, Equitable Advisors, and Corestone Wealth Management. Weinhold is also involved with American Senior Benefits as an insurance agent. Ascent Advisors provides portfolio management, financial planning, pension consulting, and Delaware Statutory Trust consulting to individuals, high-net-worth clients, and business entities. The firm combines modern portfolio theory with quantitative and fundamental analysis, emphasizes long-term trading, and manages accounts with documented investment policies.

Christopher Bloch is a financial advisor at Ascent Advisors with six years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at OSAIC, Securities America, Inc, and Mutual of Omaha Advisors. In addition to his advisory role, he is also licensed as an insurance salesman, focusing on protecting clients from financial plan exposure. Ascent Advisors serves individuals, high-net-worth clients, pension and profit-sharing plans, and business entities by providing portfolio management, financial planning, pension consulting, and specialized Delaware Statutory Trust consulting. The firm employs a comprehensive investment approach incorporating modern portfolio theory and multiple analysis techniques while maintaining a focus on long-term trading and equitable opportunity allocation.

Derrick Girard is a CFP® and holds a Series 66 license with 14 years of industry experience. He is currently with Ascent Advisors, where he has worked since 2025. His prior experience includes roles at AdvisorNet Financial, DgIRARD Consulting, ionlake, LLC, and Roundbank. Ascent Advisors offers portfolio management, financial planning, pension consulting, and specialized Delaware Statutory Trust (DST) consulting to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm uses a blend of modern portfolio theory and quantitative, fundamental, technical, and charting analysis, focusing on long-term trading and regular portfolio monitoring.

Peter Orth is a CFP® professional with 20 years of industry experience, currently serving at Ascent Advisors. His prior roles include positions at Corestone Wealth Management and Ausdal Financial Partners. Outside of his advisory work, he serves as Treasurer and Vice President of the Lakeway Office Plaza Association, where he assists with investing reserves and auditing financial reports. Ascent Advisors provides portfolio management, financial planning, pension consulting, and specialized Delaware Statutory Trust consulting to individuals, high-net-worth clients, and business entities. The firm’s investment approach integrates modern portfolio theory with quantitative and technical analysis, emphasizing long-term trading and regular portfolio monitoring.

Benjamin Bernard is a financial advisor at Ascent Advisors with 18 years of industry experience. He holds a Series 66 designation and has worked previously at OSAIC and Triad Advisors. Bernard is also a licensed insurance producer, involved in the sales of health, life, and long-term care insurance products. Ascent Advisors provides portfolio management, financial planning, pension consulting, and specialized Delaware Statutory Trust consulting to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm combines modern portfolio theory with quantitative, fundamental, technical, and charting analysis to guide long-term investment decisions and regularly monitors client portfolios.

James Leggott is a financial advisor with Ascent Advisors in Maple Grove, MN, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His prior roles include positions at Corestone Wealth Management, 20/20 Financial, Specialized Advisors LLC, Secure Investment Management, J.D. Mellberg Financial, and Premier Financial. He is also licensed to sell insurance. Ascent Advisors provides portfolio management, financial planning, pension consulting, and specialized Delaware Statutory Trust (DST) consulting for individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm combines modern portfolio theory with quantitative, fundamental, and technical analysis, emphasizing long-term trading and regular portfolio monitoring.