Thomas Richard Koehn
Investment adviser representative at Ascent Advisors
18 yearsExperience
1 stateRegistered in
$110.8MFirm assets
Under 1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
18 years in the industry.
- Ascent Advisors LLCDec 2025 to now
- American Senior BenefitsOct 2020 to now
- Corestone Wealth Management LLCSep 2019 to now
- Secured RetirementSep 2018 to Jun 2019
- Questar Capital CorporationDec 2015 to Jan 2017
- Allianz Life Insurance Company of North AmericaJun 2008 to Sep 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2005
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (MN).
Ascent Advisors
Legal name: Ascent Advisors LLC
$110.8MAssets managed
171Clients
10Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4866703
- Firm CRD
- 335353