Ascent Retirement Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$27,933,340
Clients
85
Advisors
2
of 2 employees
About
Ascent Retirement Advisors serves individuals (including high‑net‑worth clients), pension and profit‑sharing plans, corporations and state or municipal government entities, offering discretionary portfolio management and pension consulting services. The firm prepares written investment policy statements and pension consulting plans and can recommend money managers, custodians, and other plan service providers.
The firm’s investment process blends fundamental analysis, modern portfolio theory, quantitative and technical methods and implements both long‑term and short‑term trading within discretionary mandates. Advice is generally limited to mutual funds, ETFs, equities, fixed‑income securities, annuities (including insurance products), TIPS and non‑U.S. securities, with regular portfolio monitoring and documented risk‑tolerance levels for each client.
Noteworthy features include a small supported advisory team managing roughly $44 million in discretionary assets while reporting about $135 million in assets under advisement, and an explicit focus on pension work that extends to state and municipal clients — a relatively uncommon client type for peers. A firm principal maintains an insurance agent license and the brochure discloses procedures to address conflicts when insurance products are recommended; the firm also requires custody through Schwab Institutional for client accounts.
Client services
Expertise
Fee options
$0+: Up to 2.00% $0+: Up to 0.75% (Pension Consulting)
Bradley Jay Christensen is licensed to accept commissions for the sale of insurance products to clients; commissions are not the primary source of compensation.
Main office
475 W Main St, Suite 300
Boise ID 83702
Advisors at this office
2
Most active in
Idaho
Also doing business as
Ascent Retirement Advisors · Ascent Retirement Advisors, LLC · Cicero Corporation · Kenoise, LLC · Worldwanderlusting.Com, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Bradley C
Series 65
Boise, ID
Ascent Retirement Advisors
Bradley Christensen is a Series 65-licensed financial advisor with 19 years of industry experience, currently with Ascent Retirement Advisors in Boise, ID. He has held roles at firms including TownSquare Capital, Allegis Investment Advisors, and Yellowstone Partners. Christensen serves on the board of the Make-A-Wish Foundation and is involved with Cicero Corporation, providing speechwriting and political advisory services. Ascent Retirement Advisors serves individual clients, pension and profit-sharing plans, corporations, and government entities with discretionary portfolio management and pension consulting. The firm employs a blend of fundamental analysis, modern portfolio theory, and quantitative methods, focusing notably on pension clients including state and municipal governments.
Hannah L
Series 65
Boise, ID
Ascent Retirement Advisors
Hannah Leingang is a financial advisor at Ascent Retirement Advisors with one year of industry experience. She holds a Series 65 designation and has worked with firms including Global Retirement Partners, LLC and HUB International. Outside of advising, she has experience in several small business ventures such as The TK Bar and The Royal Cocktail Company. Ascent Retirement Advisors serves individuals, pension and profit-sharing plans, corporations, and government entities by providing discretionary portfolio management and pension consulting. The firm employs a combined investment approach using fundamental analysis, modern portfolio theory, and quantitative methods, focusing notably on pension clients including state and municipal entities.
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