Benjamin Robert Bernard
Investment adviser representative at Ascent Advisors
12 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
12 years in the industry.
- Ascent Advisors LLCDec 2025 to now
- Osaic Wealth, Inc.Aug 2024 to Dec 2025
- Triad Advisors, Inc.Mar 2014 to Aug 2024
Exams passed
- Series 66 · Uniform Combined State Law2008
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
- 5473002
- Firm CRD
- 335353