Derrick Girard
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
Mankato, MN 56001
Credentials
CFP®, Series 66
Industry experience
13 years
About
Derrick Girard is a CFP® and holds a Series 66 license with 13 years of industry experience. He currently works at Ascent Advisors and has previous experience at AdvisorNet Financial, DgIRARD Consulting, ionlake, LLC, and Roundbank. 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 combining fundamental, quantitative, technical, and charting analysis alongside modern portfolio theory, 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
1600 Madison Avenue, Suite 103
Mankato, MN 56001
Most active in
Derrick G has reported serving >5 clients in these states in the last 12 months.
Minnesota
Work history
Ascent Advisors LLC
2025 - Present (1 year)
Ascent Advisors LLC
2025 - Present (1 year)
AdvisorNet Financial
2024 - 2025 (1 year)
DgIRARD Consulting
2024 - 2024 (1 year)
N/a
2023 - 2023 (1 year)
ionlake, LLC
2016 - 2023 (7 years)
Roundbank
2014 - 2017 (3 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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Michelle A
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St. Peter, MN
The Sherwin Group
Jacob S
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Actify Investor Retirements, LLC
Christopher B
Series 63, Series 65
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Ascent Advisors
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