Chad Jerome Weinhold
Investment adviser representative at Ascent Advisors
19 yearsExperience
2 statesRegistered in
ChFC®Designation
$110.8MFirm assets
Are you Chad Jerome Weinhold? Claim your profile
Contact this firm
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
19 years in the industry.
- Ascent Advisors LLCDec 2025 to now
- American Senior BenefitsMay 2022 to now
- Corestone Wealth Management LLCMay 2022 to now
- Equitable AdvisorsJun 2020 to Apr 2022
- OracleJul 2019 to Jul 2020
- Allianz LifeAug 2007 to Jun 2019
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
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
- 5416537
- Firm CRD
- 335353