Kristina Hoard
Investment adviser representative at The Ascent Group, LLC
10 yearsExperience
1 stateRegistered in
$4.8BFirm assets
5 yearsFirm 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
- Seminars and workshops
Experience
10 years in the industry.
- The Ascent Group, LLCJun 2026 to now
- Alera Investment AdvisorsJun 2026 to now
- Osaic WealthJun 2026 to now
- Empower Financial Services, IncMay 2024 to May 2026
- Capital Group - American Funds Distributiors, Inc.Oct 2022 to May 2024
- Capital Group - American Funds Distributors, Inc.Apr 2022 to Oct 2022
- American FundsApr 2020 to Apr 2022
- American Funds DistributorsMay 2018 to Apr 2020
- T. Rowe PriceJan 2016 to Apr 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2009
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (VA).
The Ascent Group, LLC
$4.8BAssets managed
4,292Clients
20Advisers
5 yearsIn 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
- 5716891
- Firm CRD
- 314424