Chris P. Bardos, CFS, MS in Economics

Partner/Founder

Phone: 614-784-6000
Fax: 614-784-6010
E-mail: cbardos@ascendadvisory.com

Chris is a financial services professional with more than 24 years of experience. His ability to both understand his clients’ financial needs and offer sound investment advice, has helped Chris’ clients work toward achieving their financial dreams. His clients include high net worth individuals, physicians, retirees, families and small business owners. He takes a proactive role in investment management and is passionate about creating investment strategies that are designed to help balance growth, potential income and safety.

Prior to co-founding Ascend Advisory Group in 2001, Chris served for five years as President and Chief Investment Officer at BKW Advisory Service Corporation, a Registered Investment Advisory firm. Previously, Chris was a manager and financial advisor at McCloy Financial Services where he was also responsible for the securities training of newly registered representatives. His educational background includes earning a Bachelor of Science in Agriculture Economics in 1983, and a Master of Science (with thesis) in Economics in 1986 from The Ohio State University. His graduate research was later published in economic journals.

As a Financial Advisor, Chris holds several securities registrations and insurance¹ licenses, including the Series 7, 66, 63 and 6. In addition, Chris earned the professional designation of Certified Fund Specialist^® (CFS^®) in 1998 from the Institute of Business and Finance, where he later served on the Standards Committee Board. Chris uses his background in economics and training as a CFS^® in evaluating and selecting investments and asset allocations for his clients. He has also appeared on WBNS Channel 10 news, the local CBS television affiliate, regarding financial and investment issues and has been a speaker at industry seminars.

Away from the office, Chris is active in the community and is a current member and former member of the board of the Worthington Chapter of AmSpirit. Chris also volunteers his time for the Administrative Ministry Action Team at his church where he also teaches a men’s fitness and nutrition class. His hobbies and interests include ancient and military history, strength training and bodybuilding. Chris is a native of Ohio and lives in Muirfield Village in Dublin with his wife, Lori. His two children currently attend Purdue and Syracuse University.

¹ Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies. Wells Fargo Advisors, LLC, is a separate non-bank affiliate of Wells Fargo & Company.

² Wells Fargo Advisors Financial Network and/or Ascend Advisory Group are not a tax or legal advisors.