“Ascent Financial exists to enhance lives through financial clarity”

Knowledge and Peace of Mind Go Hand in Hand

Ascent Financial exists to enhance lives through financial clarity. Many of us spend more time planning our weekends than we do planning our financial futures, not because security isn’t important, but because financial and business planning can be daunting. At Ascent, we believe that when you have a solid understanding of how income, savings, debt, investments and insurance work in tandem and affect each other, you’ll have built a solid financial foundation for yourself and the people who depend on you.

Who We Are

At Ascent Financial, we have the best interests of our clients in mind. We have over 100 years of combined experience in helping our customers meet their financial goals. Learn more about the team that is stubborn on vision but flexible on details.


Trust the challenges associated with retirement, estate and succession planning to the expert team at Ascent Financial and watch your lifetime of hard work live on.

Insurance planning

Determining your insurance needs can feel overwhelming. We’ll help you and develop a clear understanding about your situation and what risks you’ll need to alleviate in order to provide for yourself and the people you care for.

Financial planning

We put you in control of the financial future of your loved ones.


We are tenacious when it comes to helping you secure your financial future by adapting our products and expertise to meet your particular needs. Our close-knit team of professionals is made up of uniquely talented individuals whose combined strengths give Ascent Financial an unrivaled edge in the industry.

Securities and advisory services offered through Triad Advisors, LLC, member FINRA/SIPC.  Triad Advisors, LLC is under separate ownership from any other named entity.

Check the background of your financial professional on FINRA’s BrokerCheck.


Minnesota, Wisconsin, Illinois, South Dakota, Iowa

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