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).
-
Total Assets Under Management1,789MILLION
-
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
Alexander Peloquin (CRD# 6728541) is an Investment Advisor Representative working at Oneascent Financial Services LLC in Kennewick, WA and has over 5 years of experience in the finance industry.
Thomas Powell (CRD# 1917867) is an Investment Advisor Representative working at Oneascent Financial Services LLC in Birmingham, AL and has over 35 years of experience in the finance industry.
Tamela Sperr (CRD# 2485906) is an Investment Advisor Representative working at Oneascent Financial Services LLC in Morris, MN and has over 29 years of experience in the finance industry.
James Stark (CRD# 1068449) is an Investment Advisor Representative working at Oneascent Financial Services LLC in Birmingham, AL and has over 24 years of experience in the finance industry.
Graig Stettner (CRD# 6289452) is an Investment Advisor Representative working at Oneascent Financial Services LLC in Fort Wayne, IN and has over 9 years of experience in the finance industry.
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.
John Tate (CRD# 6102577) is an Investment Advisor Representative working at Oneascent Financial Services LLC in Birmingham, AL and has over 11 years of experience in the finance industry.
Mark Tevebaugh (CRD# 1567001) is an Investment Advisor Representative working at Oneascent Financial Services LLC in Tetonia, ID and has over 37 years of experience in the finance industry.
Benjamin Weerts (CRD# 4599640) is an Investment Advisor Representative working at Oneascent Financial Services LLC in Grand Rapids, MN and has over 21 years of experience in the finance industry.
Stacey Zahoranski (CRD# 5362235) is an Investment Advisor Representative working at Oneascent Financial Services LLC in Akron, OH and has over 16 years of experience in the finance industry.