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).
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Total Assets Under Management1,789MILLION
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Total Number of Accounts7,877ACCOUNTS
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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
Jordan Arnold (CRD# 7194675) is an Investment Advisor Representative working at Oneascent Financial Services LLC in Birmingham, AL and has over 4 years of experience in the finance industry.
Benjamin Craft (CRD# 7041794) is an Investment Advisor Representative working at Oneascent Financial Services LLC in Birmingham, AL and has over 4 years of experience in the finance industry.
Matthew Dorweiler (CRD# 5148618) is an Investment Advisor Representative working at Oneascent Financial Services LLC in Morris, MN and has over 17 years of experience in the finance industry.
Robert Felts (CRD# 7153259) is an Investment Advisor Representative working at Oneascent Financial Services LLC in Simpsonville, SC and has over 4 years of experience in the finance industry.
Simon Jackson (CRD# 7584899) is an Investment Advisor Representative working at Oneascent Financial Services LLC in Grand Rapids, MN and has over 2 years of experience in the finance industry.
Ian Morrison (CRD# 7262655) is an Investment Advisor Representative working at Oneascent Financial Services LLC in Crystal Lake, IL and has over 2 years of experience in the finance industry.
Carl Reed (CRD# 7381600) is an Investment Advisor Representative working at Oneascent Financial Services LLC in Virginia Beach, VA and has over 2 years of experience in the finance industry.
Joshua Smith (CRD# 7460318) is an Investment Advisor Representative working at Oneascent Financial Services LLC in Decatur, IN and has 1 year of experience in the finance industry.
Caleb Thomas (CRD# 7219814) is an Investment Advisor Representative working at Oneascent Financial Services LLC in Crystal Lake, IL and has over 4 years of experience in the finance industry.
Paul Tyers (CRD# 7352296) is an Investment Advisor Representative working at Oneascent Financial Services LLC in Birmingham, AL and has 1 year of experience in the finance industry.