Advisor at Ascension Financial
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Firm
Ascension Financial
Location
Sugar Grove, IL
Credentials
Series 65
Industry experience
< 1 year
Ethan Czerwinski is a financial advisor at Ascension Financial with a Series 65 designation and six years of experience through his own consulting business. He has been with Ascension Financial since 2023. Outside of his advisory role, he operates Czerwinski Consulting LLC, a non-investment-related business. Ascension Financial is a small, fee-only advisory firm serving individual and high-net-worth clients, as well as trusts, estates, and qualified retirement plans. The firm actively manages portfolios using a combination of fundamental, quantitative, and technical analysis, employing strategies such as derivatives and margin for hedging and income generation.
Based on Ascension Financial
$0 - $3,000,000: 1.15% Above $3,000,000+: 0.8%
Minimum fee: $2,000 minimum annual fee Fee-only: Fee-only investment advisory services; no commissions charged by the firm
Sugar Grove, IL
Illinois
Ascension Financial
2023 - Present (3 years)
Czerwinski Consulting LLC
2020 - Present (6 years)
STUDENT
2013 - 2020 (7 years)
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They provide trust and estate administration services, typically for separate fees.
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Other specialized services
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