Prudent guidance for the path forward

You want financial partners that can guide you through the many twists and turns financial markets and life can take. At Ascential Wealth Advisors, you will find a team of experienced professionals working together on your behalf and in your best interest – to provide the objective advice and proactive guidance you need moving forward.

Our passion for managing wealth is driven by the positive effects it can have on your life – and on your family, community and the very things you care about most.

What is your destination? Get there from here.

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Comprehensive Planning

Our comprehensive approach to planning helps us ensure that we are addressing every important aspect of your financial life, from preserving your hard-earned wealth to leaving a legacy for your family and community.

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Financial Planning

Whether planning to build a home by the lake or help your daughter launch a business, you need a well-conceived plan in order to succeed. Pursuing financial independence is no different. Whether you’re looking to grow your money over time, generate income in retirement or preserve wealth for future generations, confidence in your financial plan comes with knowing your assets are invested well.

Portfolio Management

Estate Planning

Insight into OUR TEAM

Brad Christiansen
Brad Christiansen
Financial Advisor
Dave Kohlhaas
Dave Kohlhaas
Financial Advisor
Kristin Rognerud
Kristin Rognerud
Financial Advisor
Mike Owens
Michael Owens
Financial Advisor
Daniel Maki
Daniel Maki, CFA®
Financial Advisor
Barb Perrault
Barbara Perrault
Registered Client Service Manager
Lori Spilde
Lori Spilde
Client Services Manager
Alex Meehan
Alex Meehan, CFP®
Financial Advisor
Barb Nelson
Barbara Jeanne Nelson
Operations Manager
Alison Paulseth-Bautch
Alison Paulseth-Bautch, MBA
Financial Advisor

OBJECTIVE ADVICE

We maintain an objective investing approach free from conflicts of interests and influences from outside funds or money managers.

PERSONAL SERVICE

Attentive service earmarked by prompt, accurate responses to any needs, questions, concerns and requests you may have.

DISCIPLINED PROCESS

Our defined and disciplined process includes an in-depth discovery process to evaluate your risk tolerance and clarify your financial goals.
Someone’s sitting in the shade today because someone planted a tree a long time ago.
Warren Buffett

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

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Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. Ascential Wealth Advisors is not a registered broker/dealer and is independent of Raymond James Financial Services.

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