Inactive

Isaiah Joel Flaten

Oneascent Financial Services LLC

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Current Employers

Oneascent Financial Services Llc

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

Current Registrations

Authority	Category	Status	Date
MN	RA	APPROVED	2025-03-03

MN RA
APPROVED

Since 2025-03-03

Branch Locations

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

622 Atlantic Avenue, Morris, MN 56267 • 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

Organization	City	State	From	To
Westmor Industries	Morris	MN	04/2020	08/2020
Hancock Public School	Hancock	MN	09/2008	05/2021
Oldcastle Infrastructure	Hancock	MN	05/2021	08/2023
North Dakota State University	Fargo	ND	08/2021	08/2023
Vision Bank	Fargo	ND	08/2023	05/2024
Agcountry Farm Credit	Wilmar	MN	06/2024	08/2024
Oneascent Financial Services, Llc	Birmingham	AL	10/2024	Present

04/2020 → 08/2020

Westmor Industries

Morris, MN
09/2008 → 05/2021

Hancock Public School

Hancock, MN
05/2021 → 08/2023

Oldcastle Infrastructure

Hancock, MN
08/2021 → 08/2023

North Dakota State University

Fargo, ND
08/2023 → 05/2024

Vision Bank

Fargo, ND
06/2024 → 08/2024

Agcountry Farm Credit

Wilmar, MN
10/2024 → Present

Oneascent Financial Services, Llc

Birmingham, AL

Other Businesses

1. Insurance sales; as of 5/19/2026; receives commissions from insurance products

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2025-03-03

S65 Uniform Investment Adviser Law Examination

2025-03-03

View on SEC IAPD

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