Chad Weinhold has been an investment adviser representative at Ascent Advisors since December 2025, and is not listed among the firm’s executive officers or direct owners.
Ascent Advisors LLC is a Mankato, MN firm with $111M under management, 171 clients and 8 advisers across 2 offices, as of its September 2026 filing.
Chad Weinhold is Financial Advisor of Ascent Advisors. He began working in the financial services industry in 1999 helping people with mortgages and home financing, then moved to personal and private banking, including life insurance and final expense planning. His experience later led to investments.
Chad Weinhold’s longest registration was 3 years at Corestone Wealth Management LLC (2022–2025). Before joining Ascent Advisors in 2025, Chad Weinhold was registered through Corestone Wealth Management LLC.
- Ascent AdvisorsCurrent– present · under a yearMaple Grove, MN · Adviser representative · Firm CRD 335353
- Corestone Wealth Management LLC– · 3 yearsMaple Grove, MN · Adviser representative · Firm CRD 315945
Professional designations
Listed by Ascent Advisors
- Chartered Retirement Planning Counselor (CRPC)
- Chartered Financial Consultant (ChFC®)
Investment adviser representative registrations
Chad Weinhold is registered as an investment adviser representative in 2 states. The first approvals date from December 2025; the most recent is Texas, in April 2026.
- MinnesotaSince 10 December 2025
- TexasSince 1 April 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 26 | Investment Company Products/Variable Contracts Principal Examination | 27 February 2012 |
| Series 63 | Uniform Securities Agent State Law Examination | 16 October 2007 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 15 September 2007 |
- Name
- Securities Industry Essentials Examination
- Name
- Investment Company Products/Variable Contracts Principal Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Chad Jerome Weinhold
- CRD
- 5416537
- Firm
- Ascent Advisors · CRD 335353
- Office
- 7094 E Fish Lake Road, Maple Grove, MN 55311
- Registration
- Investment adviser registration
- In the industry since
- November 2008
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- ascentmn.com
Where does Chad Weinhold work?
Chad Weinhold is an investment adviser representative registered through Ascent Advisors LLC since December 2025, and is not listed among the firm’s executive officers or direct owners.
Is Chad Weinhold a financial advisor?
Yes. Chad Weinhold has a current investment-adviser registration in Minnesota and Texas, through Ascent Advisors since December 2025.
How many years of experience does Chad Weinhold have?
Chad Weinhold has 17 years in the financial industry, since November 2008, across 2 adviser firms.
What exams has Chad Weinhold passed?
Chad Weinhold has passed 3 licensing exams: the Series 6, Series 63 and Series 26. The earliest, the Series 6, was passed in September 2007. FINRA credited Chad Weinhold with the SIE, which began in October 2018.
Where is Chad Weinhold based?
Chad Weinhold’s registered office is in Maple Grove, MN.
Is Chad Weinhold registered with FINRA?
No. Chad Weinhold has no current broker registration.
How can I verify Chad Weinhold’s record?
Search CRD 5416537 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Chad Weinhold’s full registration record.
