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Financial ADVSR advisor directory · SEC adviser records

Oneascent Financial Services LLC financial advisors in Grand Rapids, MN

Every SEC-registered investment adviser representative at a Oneascent Financial Services LLC office in Grand Rapids, A to Z.

The short answer

3 registered advisors work at Oneascent Financial Services LLC in Grand Rapids, out of 76 at the firm nationwide; it ranks number 4 in the city by advisors. 1 list the CFP designation and 0 are also registered broker representatives.

Oneascent Financial Services LLC advisors in Grand Rapids, A to Z

Every Oneascent Financial Services LLC advisor →

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

Oneascent Financial Services LLC advisors in other cities

Birmingham, AL 32Andover, NJ 3Crystal Lake, IL 3Akron, OH 2Bluffton, IN 2Bozeman, MT 2Greenville, SC 2Louisville, KY 2Morris, MN 2Nashville, TN 2Orefield, PA 2Van Wert, OH 2Arden, NC 1Beverly, MA 1Boise, ID 1

Other firms in Grand Rapids

All Grand Rapids advisors →

Edward Jones 9LPL Financial LLC 5Cetera Investment Advisers LLC 4

Questions

How many financial advisors does Oneascent Financial Services LLC have in Grand Rapids?

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

Is Oneascent Financial Services LLC one of the largest advisor employers in Grand Rapids?

Oneascent Financial Services LLC ranks number 4 in Grand Rapids by registered advisors; Edward Jones has the most, with 9.

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

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. Weighing a move? Compare payouts by firm or value a recruiting offer.