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Financial ADVSR advisor directory · SEC adviser records

Oneascent Financial Services LLC financial advisors in Illinois

Every SEC-registered investment adviser representative at a Oneascent Financial Services LLC office in Illinois, by city and A to Z.

3 registered advisors work at Oneascent Financial Services LLC in Illinois, out of 76 nationwide; it's the firm's number 7 state by advisors, and the most are in Crystal Lake (3). 2 list the CFP designation and 3 are also registered broker representatives.

Oneascent Financial Services LLC advisors by city in Illinois

Every firm in Illinois →

Crystal Lake 3

Oneascent Financial Services LLC advisors in Illinois, A to Z

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Oneascent Financial Services LLC advisors in every state →Oneascent Financial Services LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

Oneascent Financial Services LLC in other states

Alabama 32Indiana 5Minnesota 5South Carolina 5Ohio 4Tennessee 4Kentucky 3New Jersey 3

Questions

How many Oneascent Financial Services LLC financial advisors are in Illinois?

3 investment adviser representatives are registered at Oneascent Financial Services LLC offices in Illinois, according to the SEC's Investment Adviser Public Disclosure records, out of 76 at the firm nationwide. 2 list the CFP designation and 3 are also registered as broker representatives.

Where in Illinois does Oneascent Financial Services LLC have the most advisors?

Crystal Lake, with 3. Oneascent Financial Services LLC has advisors in 1 city in Illinois.

How do I check a Oneascent Financial Services LLC advisor in Illinois?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Oneascent Financial Services LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.