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Financial ADVSR advisor directory · SEC adviser records

Oneascent Financial Services LLC financial advisors in Minnesota

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

The short answer

6 registered advisors work at Oneascent Financial Services LLC in Minnesota, out of 76 nationwide; it's the firm's number 2 state by advisors, and the most are in Grand Rapids (4). 2 list the CFP designation and 0 are also registered broker representatives.

Oneascent Financial Services LLC advisors by city in Minnesota

Every firm in Minnesota →

Grand Rapids 4Morris 2

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

Questions

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

6 investment adviser representatives are registered at Oneascent Financial Services LLC offices in Minnesota, according to the SEC's Investment Adviser Public Disclosure records, out of 76 at the firm nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.

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

Grand Rapids, with 4, then Morris (2). Oneascent Financial Services LLC has advisors in 2 cities in Minnesota.

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

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.