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 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
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 →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.