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Financial ADVSR advisor directory · SEC adviser records

Oneascent Financial Services LLC financial advisors in Indiana

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

The short answer

5 registered advisors work at Oneascent Financial Services LLC in Indiana, out of 76 nationwide; it's the firm's number 2 state by advisors, and the most are in Bluffton (2). 0 list the CFP designation and 1 are also registered broker representatives.

Oneascent Financial Services LLC advisors by city in Indiana

Every firm in Indiana →

Bluffton 2Decatur 1Fort Wayne 1Milford 1

Oneascent Financial Services LLC advisors in Indiana, 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 32Minnesota 5South Carolina 5Ohio 4Tennessee 4Illinois 3Kentucky 3New Jersey 3

Questions

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

5 investment adviser representatives are registered at Oneascent Financial Services LLC offices in Indiana, according to the SEC's Investment Adviser Public Disclosure records, out of 76 at the firm nationwide. 0 list the CFP designation and 1 are also registered as broker representatives.

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

Bluffton, with 2, then Decatur (1). Oneascent Financial Services LLC has advisors in 4 cities in Indiana.

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

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.