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Michael Thomas Bajc

Oneascent Financial Services LLC

Akron, OH

Birmingham, AL

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Current Employers
Oneascent Financial Services Llc

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

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2019-05-06
  • OH RA
    APPROVED
    Since 2019-05-06

Branch Locations

2295 West Market Street Suite D, Akron, OH 44313 • 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
Oneascent Financial Services Birmingham AL 11/2017 Present
Beacon Wealth Consultants Akron OH 12/2016 Present
Aerotek Independence OH 01/2017 04/2017
University Of Akron Akron OH 08/2011 12/2016
  • 11/2017 → Present
    Oneascent Financial Services
    Birmingham, AL
  • 12/2016 → Present
    Beacon Wealth Consultants
    Akron, OH
  • 01/2017 → 04/2017
    Aerotek
    Independence, OH
  • 08/2011 → 12/2016
    University Of Akron
    Akron, OH
Other Businesses

1. Insurance license -August 13, 2026 - investment related - approximately 10 hours a week

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-05-03
  • S65 Uniform Investment Adviser Law Examination
    2019-05-03

View on SEC IAPD

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MICHAEL LEE LALLATHIN
VICTORIA LOUISE ELLINGER
RONALD GREGORY FLOWERS
SEAN MICHAEL HOUSTON
JOSEPH PAUL D'ANNIBALLE

Other Offices

CETERA INVESTMENT ADVISERS LLC · AKRON, OH
ON INVESTMENT MANAGEMENT CO · AKRON, OH
CONCURRENT INVESTMENT ADVISORS, LLC · Akron, OH
AMERIPRISE FINANCIAL SERVICES, LLC · Fairlawn, OH
CETERA INVESTMENT ADVISERS LLC · FAIRLAWN, OH
VALMARK ADVISERS, INC. · Akron, OH
VALMARK ADVISERS, INC. · Fairlawn, OH
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