# ASCENT RETIREMENT ADVISORS

ASCENT RETIREMENT ADVISORS is an Asset Manager based in United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** United States
- **Region:** North America
- **Assets under management:** Undisclosed
- **Website:** https://ascentretirement.com
- **LinkedIn:** https://www.linkedin.com/company/ascent-retirement-advisors

## Regulatory record

- **CRD number:** 325385
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/325385

## About

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.

## People

- Bradley J. Christensen — Investment Advisor, Chartered Retirement Plan Specialist, CRPS®
- Brad Christensen — Investment Advisor Representative

## 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.

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Last updated: 2026-08-11T15:06:04.815Z

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