Thomas Koehn is a registered investment advisor at Ascent Advisors, based in Lindstrom, MN, with 16 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Ascent Advisors offers ongoing portfolio management services. The fees are negotiable and generally do not exceed 1.50% of the portfolio value. The fee is calculated using a tiered/blended fee schedule. You can terminate the agreement with written notice.
Location
12865 Lake Blvd, Lindstrom, MN, 55045
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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 →Other Business ActivitiesSells Insurance
Thomas works as a representative for American Senior Benefits, selling various insurance products since 2020. He dedicates a full-time effort to this activity.
Employment History
Current Registrations
Ascent Advisors
Previous Registrations
Corestone Wealth Management LLC
Ausdal Financial Partners, INC.Broker
Allianz Life Financial Services, LLCBroker
Questar Capital CorporationBroker
Allianz Life Financial Services, LLCBroker
Cri Securities, LLCBroker
Securian Financial Services, INC.Broker
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.