Oneascent Financial Services LLC

Oneascent Financial Services LLC (CRD# 284549) is a financial advisory firm headquartered in Birmingham, AL. They manage $1,788,648,397 in 7,877 accounts and serve the financial needs of clients across 28 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,789
    MILLION
  • Total Number of Accounts
    7,877
    ACCOUNTS
  • Average Account Value
    $227,072
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Oneascent Financial Services LLC
Showing 1 - 10 of 40 top financial advisors.
1
Michael T. Bajc
CRD#: 7093444
2295 West Market Street, Suite D, Akron, OH 44313

Michael Bajc (CRD# 7093444) is an Investment Advisor Representative working at Oneascent Financial Services LLC in Akron, OH and has over 4 years of experience in the finance industry.

2
Sara K. Bolen
CRD#: 2690823
23 Inverness Parkway, Birmingham, AL 35242

Sara Bolen (CRD# 2690823) is an Investment Advisor Representative working at Oneascent Financial Services LLC in Birmingham, AL and has over 25 years of experience in the finance industry.

3
Cameron D. Collier
CRD#: 5763269
23 Inverness Parkway, Birmingham, AL 35242

Cameron Collier (CRD# 5763269) is an Investment Advisor Representative working at Oneascent Financial Services LLC in Birmingham, AL and has over 13 years of experience in the finance industry.

4
Cavett R. Cooper
CRD#: 5849390
23 Inverness Center Parkway, Suite 100, Birmingham, AL 35242

Cavett Cooper (CRD# 5849390) is an Investment Advisor Representative working at Oneascent Financial Services LLC in Birmingham, AL and has over 13 years of experience in the finance industry.

5
Suzuanne M. Foster
CRD#: 4812069
23 Inverness Parkway, Birmingham, AL 35242

Suzuanne Foster (CRD# 4812069) is an Investment Advisor Representative working at Oneascent Financial Services LLC in Birmingham, AL and has over 19 years of experience in the finance industry.

6
Erin K. Gilbert
CRD#: 6632209
10406 State Route 118, Van Wert, OH 45891

Erin Gilbert (CRD# 6632209) is an Investment Advisor Representative working at Oneascent Financial Services LLC in Van Wert, OH and has over 6 years of experience in the finance industry.

7
Trina L. Hanner
CRD#: 4206519
23 Inverness Parkway, Birmingham, AL 35242

Trina Hanner (CRD# 4206519) is an Investment Advisor Representative working at Oneascent Financial Services LLC in Birmingham, AL and has over 23 years of experience in the finance industry.

8
William R. Hines
CRD#: 6697956
Greenville, SC

William Hines (CRD# 6697956) is an Investment Advisor Representative working at Oneascent Financial Services LLC in Greenville, SC and has over 8 years of experience in the finance industry.

9
Michael Kuckel
CRD#: 4677618
Inman, SC

Michael Kuckel (CRD# 4677618) is an Investment Advisor Representative working at Oneascent Financial Services LLC in Inman, SC and has over 19 years of experience in the finance industry.

10
Erin N. Laukhuf
CRD#: 5376142
10406 State Route 118, Van Wert, OH 45891

Erin Laukhuf (CRD# 5376142) is an Investment Advisor Representative working at Oneascent Financial Services LLC in Van Wert, OH and has over 13 years of experience in the finance industry.

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