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CW

Chad J. Weinhold

ASCENT ADVISORS
Maple Grove, MN 55311
Some features on this profile are disabled
CRD#: 5416537
CW

Professional summary

Chad Jerome Weinhold, who also goes by Chad Weinhold, is a registered financial advisor currently at ASCENT ADVISORS located in Maple Grove, Minnesota.

Chad is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Chad has worked at 4 firms and has passed the Series 63, SIE, Series 6 and Series 26 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Chad Weinhold

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Chad Jerome Weinhold's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

December 10, 2025 - Present

ASCENT ADVISORS

Office #1: 7094 East Fish Lake Rd, Maple Grove, MN 55311
RIA
CRD#: 335353
Maple Grove, MN
Past

June 20, 2022 - December 31, 2025

CORESTONE WEALTH MANAGEMENT LLC

RIA
CRD#: 315945
MAPLE GROVE, MN
Past

June 11, 2020 - May 25, 2022

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
MINNEAPOLIS, MN
Past

October 9, 2008 - June 26, 2019

ALLIANZ LIFE FINANCIAL SERVICES, LLC

BD
CRD#: 612
MINNEAPOLIS, MN
Past

September 17, 2007 - August 28, 2008

ALLIANZ LIFE FINANCIAL SERVICES, LLC

BD
CRD#: 612
GOLDEN VALLEY, MN

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Minnesota
(12/10/2025)

Exams

State Security Law Exam
RR
Series 63
Date: 10/16/2007
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 9/15/2007
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 26
Date: 2/27/2012
Investment Company Products/Variable Contracts Principal Examination

Current Firm

AA
ASCENT ADVISORS
ASCENT ADVISORS | ASCENT FINANCIAL ADVISORS LLC | ASCENT FINANCIAL ADVISORS | ASCENT ADVISORS LLC

CRD#: 335353 / SEC#: 801-134543

RIA
Registered Investment Advisory firm - (12/3/2025 120-Day Approval)
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Contact information

Main Address
1600 Madison Avenue Suite 103, Mankato, MN 56001
Mailing Address
Phone number
(952) 444-3100
Established
Firm type
Fiscal year end
# of Employees
9

SEC notice filing (2 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - ASCENT ADVISORS (9/11/2025)
0

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

ASCENT ADVISORS

CRD#: 335353Maple Grove, MN 55311

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