Chad Weinhold
Advisor at Ascent Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Ascent Advisors
Location
Maple Grove, MN 55311
Credentials
ChFC®, Series 63
Industry experience
17 years
About
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 experience includes roles at Allianz Life, Oracle, and Equitable Advisors. He is also involved with American Senior Benefits as an insurance agent. Ascent Advisors provides portfolio management and advisory services to pension and profit-sharing plans, corporations, and individual investors. The firm employs a multi-method investment process and offers specialized consulting on Delaware Statutory Trusts and 1031 exchange planning, with discretionary portfolio management governed by written Investment Policy Statements.
Client services
Based on Ascent Advisors
Financial planning
Portfolio management
Pension consulting
Dst consulting
Expertise
Based on Ascent Advisors
Real estate investing
Retirement plans for business owners (SEP, solo 401k)
Income planning
Annuities
Fee options
One-time DST consulting fees: $5,000 (Tier 1: $100,000-$249,999 DST investment) up to $30,000 (Tier 4: $1,000,000-$1,999,999 DST investment), custom fees $40,000+ (Tier 5: $2,000,000+ DST investment); Fixed financial planning fees $1,500 to $100,000
$0+: Negotiable, generally up to 1.50% (tiered/blended fee schedule) for Portfolio Management $0 - $1,000,000: 1.00% annually for Pension Consulting $1,000,001 - $3,000,000: 0.75% annually for Pension Consulting $3,000,001 - $5,000,000: 0.50% annually for Pension Consulting $5,000,001+: 0.25% annually for Pension Consulting
$350 to $2,000 per hour for financial planning services
Fee-only: Fixed financial planning fees between $1,500 and $100,000; Hourly financial planning fees between $350 and $2,000 per hour; Flat one-time DST consulting fees tiered from $5,000 to $30,000 and custom $40,000+ depending on DST investment size
Location
7094 E Fish Lake Road
Maple Grove, MN 55311
Most active in
Chad W has reported serving >5 clients in these states in the last 12 months.
Minnesota · Texas
Work history
Ascent Advisors LLC
2025 - Present (1 year)
Corestone Wealth Management LLC
2022 - Present (4 years)
American Senior benefits
2022 - Present (4 years)
Equitable Advisors
2020 - 2022 (2 years)
Oracle
2019 - 2020 (1 year)
Allianz Life
2007 - 2019 (12 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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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Series 63, Series 65
Plymouth, MN
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Minnetrista, MN
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CFA®
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Longship Advisers, LLC
Aimee H
CFP®, Series 63
Edina, MN
The Hatlestad Group
Donovan C
Series 65
St. Louis Park, MN
Carson Capital
Nathan M
Series 63, Series 66
Plymouth, MN
MWM Wealth Advisory, LLC
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