Timothy Stoller (CRD# 4064098) is an Investment Advisor Representative working at Oneascent Financial Services LLC in Van Wert, OH and has over 23 years of experience in the finance industry.
CRD# 809243
Stifel, Nicolaus & Company, Incorporated
CRD# 2233643
Anweiler Financial Management, LLC
CRD# 5974991
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Oneascent Financial Services LLC | Birmingham, AL | Sep 2023 - Current | < 1 |
| Gateway Wealth Partners, LLC | Van Wert, OH | Oct 2022 - Sep 2023 | < 1 |
| Lpl Financial, LLC | Van Wert, OH | Mar 2012 - Sep 2023 | 11 |
| Advisors' Pride Inc. | Van Wert, OH | Oct 2014 - Oct 2022 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2000 |
| S66 | NASAA Uniform Combined State Law Examination | Apr 2014 |
- OH
-
Total Assets Under Management1,789MILLIONS
-
Total Number of Accounts7,877ACCOUNTS
-
Average Account Value$227,072
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AL, AZ, CA, CO, DE, FL, GA, ID, IL, IN, MA, MI, MN, NC, NH, NJ, NV, NY, OH, OR, PA, SC, TN, TX, VA, WA, WI, WY
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