Advisor at Ascent Advisors
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
Mankato, MN 56001
Credentials
Series 63, Series 65
Industry experience
6 years
Christopher Bloch is a financial advisor at Ascent Advisors with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Securities America, Inc. and Mutual of Omaha Advisors. Outside of his advisory role, he is also licensed as an insurance salesman. 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 a focus on regular portfolio monitoring and coordination with clients’ tax and legal advisors.
Based on Ascent Advisors
Based on Ascent Advisors
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
1600 Madison Avenue, Suite 103
Mankato, MN 56001
Minnesota
Ascent Advisors LLC
2025 - Present (1 year)
OSAIC
2024 - 2025 (1 year)
Securities America, Inc
2022 - 2024 (2 years)
Mutual of Omaha Advisors
2019 - 2021 (2 years)
Unemployed
2019 - 2019 (1 year)
Steven-Scott Management
2018 - 2019 (1 year)
The Hills Restaurant and Event Center
2016 - 2018 (2 years)
Student
2015 - 2021 (6 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Series 63, Series 65
Mankato, MN
Legacy Retirement Advisors
ChFC®, Series 63
Mankato, MN
LifePlan Financial, LLC
CFP®
Mankato, MN
LifePlan Financial, LLC
Series 66
St. Peter, MN
The Sherwin Group
Series 65
Mankato, MN
Actify Investor Retirements, LLC
CFP®, Series 66
Mankato, MN
Ascent Advisors
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