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Kadin Andrew Cochran

Oneascent Financial Services LLC

Birmingham, AL

Van Wert, OH

CRD 7940444

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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
OH RA APPROVED 2024-10-04
  • OH RA
    APPROVED
    Since 2024-10-04

Branch Locations

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

10406 State Route 118, Van Wert, OH 45891 • 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
Florida Financial Advisors, Llc Miami FL 06/2024 09/2024
North Syracuse Central School District Cicero NY 06/2023 08/2023
Chick-Fil-A Cicero NY 10/2019 01/2022
Seko Logistics Liverpool NY 06/2022 08/2022
Cicero North Syracuse High School Cicero NY 09/2018 06/2021
Liberty University Lynchburg VA 08/2021 05/2024
North Syracuse Junior High School North Syracuse NY 09/2016 06/2018
Oneascent Financial Services, Llc Birmingham AL 10/2024 Present
  • 06/2024 → 09/2024
    Miami, FL
  • 06/2023 → 08/2023
    North Syracuse Central School District
    Cicero, NY
  • 10/2019 → 01/2022
    Chick-Fil-A
    Cicero, NY
  • 06/2022 → 08/2022
    Seko Logistics
    Liverpool, NY
  • 09/2018 → 06/2021
    Cicero North Syracuse High School
    Cicero, NY
  • 08/2021 → 05/2024
    Liberty University
    Lynchburg, VA
  • 09/2016 → 06/2018
    North Syracuse Junior High School
    North Syracuse, NY
  • 10/2024 → Present
    Birmingham, AL
Previous Registrations
Other Businesses

Name of other business: Strategence Capital. Investment Related. 10406 State Route 118, Van Wert, Ohio 45891. Insurance agent. Start date: October 2024. 10 hours per month. 10 hours per month during securities trading hours. Insurance sales.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-05-08
  • S65 Uniform Investment Adviser Law Examination
    2024-05-08
Other Names
  • Kadin Cochran

View on SEC IAPD

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