Tamela Jean Sperr

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2000 → 11/2017
  Edward Jones
  St Louis, MO
• 11/2017 → 09/2023
  Lpl Financial Llc
  Morris, MN
• 05/2000 → 11/2017
  Edward Jones
  St Louis, MO
• 10/2017 → 08/2019
  Strategic Wealth Group Ria Llc(Dba:VAlor Financial Partners Llc)
  Morris, MN
• 08/2019 → 10/2022
  Advisors' Pride Inc.
  Morris, MN
• 10/2022 → 09/2023
  Gateway Wealth Partners, Llc
  Morris, MN
• 09/2023 → Present
  Oneascent Financial Services Llc
  Birmingham, AL

Previous Registrations

• 2022-10-06 → 2023-09-26
  Gateway Wealth Partners, Llc
  Morris, MN
  Appleton, WI
• 2019-08-30 → 2022-12-31
  Advisors' Pride Inc.
  Morris, MN
  Appleton, WI
• 2017-11-28 → 2019-09-09
  Strategic Wealth Group
  Morris, MN
  Eden Prairie, MN
  Morris, MN
  Minnetonka, MN
• 2013-12-10 → 2017-11-20
  Edward Jones
  Morris, MN

Other Businesses

1) Insurance Sales; same address; Non-Investment Related; Appx 10% of time during the month.

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-03-09
• S63 Uniform Securities Agent State Law Examination
  1994-05-27

Designations

• Certified Financial Planner

Other Names

• Tammy Sperr
• Tamela Jean Sperr