Peter Orth is a CFP-designated registered investment advisor at Ascent Advisors, based in Maple Grove, MN, with 19 years of industry experience. Peter 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
7094 E. Fish Lake Rd, Maple Grove, MN, 55311
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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
Peter is a regional sales manager at American Senior Benefits, focusing on insurance planning and indexed annuities, dedicating about a quarter of his time. He also has ownership in Easystreet Financial Group, LLC, and PDGND Holdings, LLC, and serves as treasurer/vice president for Lakeway Office Plaza Association.
Employment History
Current Registrations
Ascent Advisors
Previous Registrations
Corestone Wealth Management LLC
Ausdal Financial Partners, INC.
Ausdal Financial Partners, INC.Broker
Evolve Securities, INC.Broker
Afs Brokerage, INC.Broker
Uvest Financial Services Group, INC.Broker
Uvest Financial Services Group, 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.