About Us
Our Core Values
We are virtuous with our word. We make promises and keep them. We provide an atmosphere where our clients and partners feel safe to communicate their concerns. We make no assumptions or speculations. We do our best and strive for transparency, open-mindedness, and honesty in all of our affairs.
To do this, we seek to:
- Be impeccable with our word.
- Take nothing personally.
- Refrain from making assumptions.
- Always do our very best for you.
Our Value to You
No matter how unique your situation is, rest assured we will help coordinate all of the pieces of your financial life and bring them together in a holistic strategy. We are disciplined in our practices and provide guidance backed with strategic action plans. We understand that every decision you make is crucial to your financial well-being. With that in mind, we utilize our expertise to ensure that you are on the right path to meet your financial goals and make your dreams a reality.
Christopher W. Arthur, IACCP®
President
My name is Christopher W. Arthur. I am thankful to my existing clients who have helped me identify what they want in an advisor and have helped me raise expectations and service to the level they deserve. I am dedicated to helping my clients achieve their goals for retirement and helping them transition their wealth to their beneficiaries and beyond.
At Ascent Advisory Solutions, we have a fiduciary responsibility to our clients at all times. We are paid an asset-based fee, so our interests are aligned with our clients. We take time to understand financial situations, no matter the complexity, and draw on decades of experience to provide personalized advice. Further, we network with experts in numerous disciplines, enabling us to offer custom solutions that make sense today and regularly reassess whether arrangements are geared to stand the test of time.
It is an honor and privilege to be selected to play such an important role in your life. It is a responsibility we must honor because it results from the most important financial decision a client may make. It is also a responsibility that we accept willingly and dedicate our careers to properly carrying out.
Before founding Ascent Advisory Solutions, I served as Chief Compliance Officer for RDA Financial Network, INC., since 2008. While there, I also served as Vice President of Operations, Portfolio Design and Management, and New Advisor Recruitment. I’ve also worked with United Planners Financial Services, Cambridge Investment Research, INC., and Stonefield Investment Advisory, INC.
I received my Bachelor of Arts from the University of Iowa. My designations and licenses include Series 7, 66, LH&A Insurance License, and IACCP®.
Securities offered through United Planners Financial Services, a broker/dealer member FINRA/SIPC
Advisory services offered through RDA Financial Network, a Registered Investment Advisor.
Ascent Advisory Solutions, RDA Financial Network, and United Planners Financial Services are not affiliated.
John W. Arthur, CLU, ChFC
Wealth Consultant
The biggest compliment I can receive is being chosen as your financial advisor. I believe all clients have a big picture vision, and my responsibility is to offer sound advice to the people I work with. I think that a healthy financial program leads to a healthy lifestyle.
My passion is building positive and purposeful relationships. By being honest, flexible, and kind, we can accomplish our mission of less stress in our lives. I will work hard for you and develop solutions for your unique situation.
Before joining Ascent Advisory Solutions in 2021, I was an Investment Advisor Representative at RDA Financial Network, INC. My background includes work at United Planners Financial Services, Cambridge Investment Research, INC., and Stonefield Advisory, INC. I have been on investment teams, Registered Principal, and President.
My designations include:
Chartered Life Underwriter (CLU) is a professional designation for individuals who wish to specialize in life insurance and estate planning. Individuals must complete five core courses and three elective courses and successfully pass all eight two-hour, 100-question examinations to receive the designation.
Chartered Financial Consultant (ChFC) designation issued by The American College, an accreditation and education institution for the financial services industry. It requires 75 hours of coursework and passage of an exam covering issues such as estates, taxes, portfolio management, and financial planning. It can take years to obtain and is most commonly held by people in the insurance industry.
Source: The Four Agreements, Don Miguel Ruiz
Advisory services offered through RDA Financial Network, a Registered Investment Advisor.
Ascent Advisory Solutions and RDA Financial Network are not affiliated.
John Arthur is not affiliated with United Planners.