Welcome to Ascent Advisors’ Quick Links page.

This page provides one convenient place to access helpful Ascent resources, tools, and information. Whether you were directed here by a member of our team, through a QR code, at an event, or from another Ascent resource, simply select from the menu to quickly get where you need to go.

American Senior Benefits

  • CLICK HERE to schedule a meeting with Steven Orth.

  • CLICK HERE to schedule a meeting with Tim Bastron.

  • CLICK HERE to schedule a meeting with Mary Shearer.

  • CLICK HERE to schedule a meeting with Kim Hart.

  • CLICK HERE to schedule a meeting with Lauri Cooper.

Outside Links

  • CLICK HERE to access this form.

  • Click HERE to access the MN State website with details on establishing a Transfer on Death for real estate.

    This page also includes a template.

  • Click HERE to access the MN Statutory Short Form Power of Attorney.

    There is also a template on this page.

  • Click HERE to access the MN Site for establishing a Health Care Directive.

Internal Forms

  • CLICK HERE to access the Ascent Referral Intake Form.

  • Click HERE to access the Ascent Advisors Risk Assessment.

  • Click HERE to access the Ascent Advisors New Client Checklist

  • Click HERE to access the Ascent Advisors Net Promotor Score Survey.

Ascent Advisors

  • CLICK HERE to schedule a meeting with Peter Orth

  • CLICK HERE to schedule a meeting with Chad Weinhold.

  • CLICK HERE to schedule a meeting with Tom Koehn.

Outside Partners

  • CLICK HERE to schedule a meeting with John Markve.

  • CLICK HERE to schedule and appointment with Leslie Binstock.