Chad Jerome Weinhold
Investment Adviser Representative at Ascent Advisors
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Chad Jerome Weinhold is an investment adviser representative with Ascent Advisors in Maple Grove, MN, where they have been registered since 2025. They have worked in the securities industry since 2008 and were previously registered with Corestone Wealth Management LLC. They have passed 4 industry qualification exams, including the Series 63 (state securities agent), Series 6 (investment company and variable products), and Series 26 (investment company and variable products principal). They are registered to provide investment advice in Minnesota and Texas.
Registrations & licenses
- Investment adviser:
- Minnesota, Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Allianz LIFEAug 2007 – Jun 2019Golden Valley, MN
- OracleJul 2019 – Jul 2020Minneapolis, MN
- Equitable AdvisorsJun 2020 – Apr 2022Minneapolis, MN
- American Senior BenefitsMay 2022 – no end date reportedMaple Grove, MN
- Corestone Wealth Management LLCMay 2022 – no end date reportedMaple Grove, MN
- Ascent Advisors LLCDec 2025 – no end date reportedMaple Grove, MN
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Ascent Advisors
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Unknown
Client types the firm serves
Unknown
Firm assets under management
Unknown
- Firm disclosures (Form ADV)
- Unknown
Source: firm Form ADV filing
Similar advisors in Maple Grove, MN
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Chad Jerome Weinhold has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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