Best Investors Account Sign in
Inactive

Bailey Ziemski-Harwood

Oneascent Financial Services LLC

Grand Rapids, MN

Birmingham, AL

CRD 7090378

Claim This Profile
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
MN RA APPROVED 2024-01-18
  • MN RA
    APPROVED
    Since 2024-01-18

Branch Locations

32 Nw 4Th St., Grand Rapids, MN 55744 • 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
Papa Murphy's Grand Rapids MN 04/2015 05/2020
Bottles & Brews Grand Rapids MN 06/2017 04/2019
Brad A Nelson, Thrivent Financial Grand Rapids MN 04/2019 01/2020
Wag! New York City NY 10/2019 02/2020
Bubbles & Bows Grand Rapids MN 03/2020 09/2020
Bubbles & Bows Delano MN 09/2020 03/2021
Bubbles & Bows Grand Rapids MN 03/2021 09/2021
Unemployment-Covid19 Grand Rapids MN 04/2020 05/2020
Bab Properties Llc/Thrivent Grand Rapids MN 09/2021 04/2023
Mh Event Productions Eden Prairie MN 04/2020 07/2020
Full Time Student Grand Rapids MN 09/2011 08/2019
Thrivent Investment Management Inc Grand Rapids MN 03/2022 06/2023
Brad Nelson - Thrivent Financial Grand Rapids MN 04/2023 06/2023
Oneascent Financial Services Llc Birmingham AL 06/2023 Present
  • 04/2015 → 05/2020
    Papa Murphy's
    Grand Rapids, MN
  • 06/2017 → 04/2019
    Bottles & Brews
    Grand Rapids, MN
  • 04/2019 → 01/2020
    Brad A Nelson, Thrivent Financial
    Grand Rapids, MN
  • 10/2019 → 02/2020
    Wag!
    New York City, NY
  • 03/2020 → 09/2020
    Bubbles & Bows
    Grand Rapids, MN
  • 09/2020 → 03/2021
    Bubbles & Bows
    Delano, MN
  • 03/2021 → 09/2021
    Bubbles & Bows
    Grand Rapids, MN
  • 04/2020 → 05/2020
    Unemployment-Covid19
    Grand Rapids, MN
  • 09/2021 → 04/2023
    Bab Properties Llc/Thrivent
    Grand Rapids, MN
  • 04/2020 → 07/2020
    Mh Event Productions
    Eden Prairie, MN
  • 09/2011 → 08/2019
    Full Time Student
    Grand Rapids, MN
  • 03/2022 → 06/2023
    Grand Rapids, MN
  • 04/2023 → 06/2023
    Brad Nelson - Thrivent Financial
    Grand Rapids, MN
  • 06/2023 → Present
    Birmingham, AL
Previous Registrations
Other Businesses

1. Providence Financial Advisors, LLC. Investment related. 32 NW 4th St., Grand Rapids, MN 55744. Insurance products. Employee. Operations Specialist. 06/09/2023. 10 hours per month. 0 hours. Operations specialist in insurance sales. 2. Rapid Towing; part owner; compensated; 1/19/2026

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-03-25
  • S66 Uniform Combined State Law Examination
    2023-03-25
Other Names
  • Bailey Reed Ziemski

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Grand Rapids, MN

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor