Chris P. Bardos, CFS, MS in Economics

Chris P. Bardos, CFS, MS in Economics

Partner/Founder

Phone: (614) 784-6000
Fax: (614) 784-6010
E-mail:
 

Chris is a financial services professional with more than 30 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 preservation. Chris has been recognized as a Barron's

Top Advisor *in addition to a Forbes-Shook Top Advisor** in 2018, a distinction

reserved for top advisors based on professionalism, character, business production,

completion of educational components, and compliance record.

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 insurance

licenses1, 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. In 2013, 2014, 2015,

and 2016, Chris received the Five Star Wealth Manager Award2. Less than 2% of

wealth managers in the central Ohio area received this honor. 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 . His philanthropic interests

include various cancer foundations, the Diabetes Research Institute, Wounded

Warrior Project, and St. Jude Children's Research Hospital.

His hobbies and interests include ancient and military history, strength training and

body building. Chris is a native of Ohio and a longtime resident of Muirfield Village

in Dublin.

* The rankings are based on data provided by thousands of advisors. Factors included in the rankings were assets under management,

revenue produced for the firm,, regulatory record, and client retention.

** Ranking algorithm based on industry experience, interviews, compliance records, assets under management, revenue and other criteria

by SHOOK Research, LLC., which does not receive compensation from the advisors or their firms in exchange for placement on a ranking.

Investment performance is not a criterion.

1 Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by

unaffiliated insurance companies.

2 2013 Survey conducted by Five Star Professional, an independent third-party research firm, who received 968 nominations among

all wealth managers in the Columbus area from peers or firms and evaluated the nominees based on 10 objective criteria including client

retention rates, client assets administered, firm review and favorable regulatory and compliant history. 97 were named 2013 Five Star Wealth

Managers which represents less than 7% of the total wealth managers in the area. The Five Star award is not indicative of the wealth

manager's future performance. For more information: See http://www/fivestarprofessional.com/awards/wealth_manager_program.php.

Investment and Insurance Products: u NOT FDIC Insured u NO Bank Guarantee u MAY Lose Value

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC

(WFAFN), Member SIPC. Ascend Advisory