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Erin Nicole Laukhuf

Oneascent Financial Services LLC

Van Wert, OH

Birmingham, AL

CRD 5376142

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Employer firm

Oneascent Financial Services LLC CRD 284549

$3.54B regulatory AUM 15 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Oneascent Financial Services Llc

100 Grandview Place Suite 200, Birmingham, AL 35243 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2023-09-22
  • OH RA
    APPROVED
    Since 2023-09-22

Branch Locations

10406 State Route 118, Van Wert, OH 45891 • United States

100 Grandview Place Suite 200, Birmingham, AL 35243 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Jackson Brokerage Fort Wayne IN 02/2017 02/2018
Cetera Investment Services Llc St. Cloud MN 02/2017 02/2018
Cetera Investment Advisors Fort Wayne IN 02/2017 02/2018
Unemployed Haviland OH 01/2016 01/2017
Lpl Financial Llc Van Wert OH 03/2018 09/2023
Advisors' Pride Inc. Van Wert OH 03/2018 09/2022
Gateway Wealth Partners, Llc Van Wert OH 09/2022 09/2023
Oneascent Financial Services Llc Birmingham AL 09/2023 Present
  • 02/2017 → 02/2018
    Jackson Brokerage
    Fort Wayne, IN
  • 02/2017 → 02/2018
    Cetera Investment Services Llc
    St. Cloud, MN
  • 02/2017 → 02/2018
    Cetera Investment Advisors
    Fort Wayne, IN
  • 01/2016 → 01/2017
    Unemployed
    Haviland, OH
  • 03/2018 → 09/2023
    Lpl Financial Llc
    Van Wert, OH
  • 03/2018 → 09/2022
    Advisors' Pride Inc.
    Van Wert, OH
  • 09/2022 → 09/2023
    Van Wert, OH
  • 09/2023 → Present
    Birmingham, AL
Previous Registrations
Other Businesses

1) 2/1/2023 - Insurance - Non-Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Insurance Agent - Start Date - 01/17/2023 - 5 Hours Per Month/5 Hours During Securities Trading 2) Paulding County Chamber of Commerce -- Not investment related -- not compensated

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-05-16
S63 Uniform Securities Agent State Law Examination 2011-03-25
  • S66 Uniform Combined State Law Examination
    2014-05-16
  • S63 Uniform Securities Agent State Law Examination
    2011-03-25
Designations
  • Certified Financial Planner
Other Names
  • Erin Nicole Julian
  • Erin Nicole Julian
  • Erin Nicole Luakhuf

View on SEC IAPD

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