Peter Celestine Orth
Investment adviser representative at Ascent Advisors
20 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$110.8MFirm assets
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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
20 years in the industry.
- Ascent Advisors LLCDec 2025 to now
- Corestone Wealth Management LLCNov 2021 to now
- American Senior BenefitsOct 2006 to now
- Ausdal Financial Partners, Inc.Dec 2010 to Nov 2021
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
State registrations
Registered as an investment adviser representative in 2 states (MN, TX).
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
- 5195633
- Firm CRD
- 335353