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Oneascent Financial Services LLC CRD 284549
$3.54B regulatory AUM 15 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
100 Grandview Place Suite 200, Birmingham, AL 35243 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2023-06-09 |
Branch Locations
100 Grandview Place Suite 200, Birmingham, AL 35243 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Thrivent Investment Management Inc | Grand Rapids | MN | 10/2011 | 06/2023 |
| Brad Nelson - Thrivent Financial | Grand Rapids | MN | 08/2015 | 03/2017 |
| Thrivent Financial | Appleton | WI | 03/2017 | 06/2023 |
| Oneascent Financial Services Llc | Birmingham | AL | 06/2023 | Present |
VOLUNTEER BOOKKEEPING FOR A LOCAL NON-PROFIT ORGANIZATION CALLED THE CREATIVITY TANK INC. THE ADDRESS IS 19231 US HWY 169, GRAND RAPIDS, MN 55721. THE CREATIVITY TANK IS A GROUP OF ARTISTS THAT OFFER THEIR ARTISTIC TALENTS TO CREATIVE/ART PROJECTS OFFERED TO CHILDREN IN THE GRAND RAPIDS, MN AREA. LIGHT BOOKKEEPING OF LESS THAN 2 HOURS EACH MONTH, NOT DURING WORKING/TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-03-06 |
| S63 | Uniform Securities Agent State Law Examination | 1999-01-08 |
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