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ASCENT RETIREMENT ADVISORS
Ascent Retirement Advisors, LLC is a Registered Investment Advisory Firm. Corporate retirement plan advisory is its core competency; it manages over $60...
ASCENT RETIREMENT ADVISORS
Ascent Retirement Advisors, LLC is a Registered Investment Advisory Firm. Corporate retirement plan advisory is its core competency; it manages over $60 million in company retirement plans across the United States. The firm manages individual bond and equity portfolios for clients with $250,000 and above and services company 401(k) plans with at least $1,000,000 in total assets. Its clients are individuals, companies, and institutions.
General information
Firm type
Asset Manager
Location
Region
North America
Country
United States
Principals
Bradley J. Christensen
Investment Advisor, Chartered Retirement Plan Specialist, CRPS®
Brad Christensen
Investment Advisor Representative
Frequently asked questions
Does the firm serve individual clients beyond retirement plan participants?
Yes. ASCENT RETIREMENT ADVISORS works directly with corporate executives and business owners on private wealth management — particularly those managing concentrated stock positions, deferred compensation assets, and distribution strategies tied to separation from service or retirement.
What type of corporate plans does the firm typically advise?
The firm advises 401(k) profit-sharing plans, 403(b) plans for nonprofit sponsors, and defined-benefit pension plans, concentrating on middle-market companies with plan assets ranging from several million to several hundred million dollars.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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