Derrick Girard is a CFP-designated registered investment advisor at Ascent Advisors, based in Mankato, MN, with 14 years of industry experience. Derrick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Investment Management, and 3 more. Their firm serves 171 clients with $110M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Portfolio management fees are negotiable and generally do not exceed 1.50% annually.
Fee Estimator
Location
1600 Madison Avenue, Suite 103, Mankato, MN, 56001
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Ascent Advisors
Previous Registrations
Scf Securities, INC.Broker
Scf Investment Advisors, INC.
Ifs SecuritiesBroker
Ifs Advisory, LLC
Investment Centers of America, INC.
Investment Centers of America, INC.Broker
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Securian Financial Services, INC.Broker
Cri Securities, LLCBroker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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