Christopher Bloch is a registered investment advisor at Ascent Advisors, based in Mankato, MN, with 6 years of industry experience. Christopher 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
Get directionsHistory
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 →Other Business ActivitiesSells Insurance
Christopher has an advisory position at Off the Bloch Financial, taking about half of his time. He also works as an insurance salesman, dedicating about half of his time to prospecting and protecting people from financial exposure.
Employment History
Current Registrations
Ascent Advisors
Previous Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Securities America Advisors, INC.
Securities America, INC.Broker
Mutual of Omaha Investor Services, INC.Broker
Mutual of Omaha Investor Services, INC.
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
More Advisors
- Derrick Girard, CFPAscent Advisors
- Anthony Workman, CFPHarbour Investments, INC.
- David Morgan, CFPStifel, Nicolaus & Company, Incorporated
- Ryan Spaude, CFPSequoia Financial Group, L.L.C.
- Nicholas Roth, CFPWealth Enhancement Advisory Services, LLC
- Michael Matuska, ChFCUnited Planners' Financial Services of America a Limited Partner