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.
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 Nationwide Children’s Hospital Burn unit, 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.
 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: | NOT FDIC Insured | NO Bank Guarantee | MAY Lose Value

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 Group, LLC is a separate entity from WFAFN.
©2017Wells Fargo Clearing Services, LLC. All rights reserved. 0217-03407[MM003407 v1] 2/17