EL
CFP
EL
CFP

Erin Laukhuf

15 Years of Experience
Van Wert, OH
Sells Insurance

Erin Laukhuf is a CFP-designated registered investment advisor at Oneascent Financial Services LLC, based in Van Wert, OH, with 15 years of industry experience. Erin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Estate Planning, and 6 more. Their firm serves 5,279 clients with $3.5B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
84 advisors
Number of Clients
5,279 clients
Average Client Portfolio
$670K average
Assets Under Management
$3.5B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Fees generally range from 0.50% to 2.00% per annum depending on the account type, asset size, and complexity. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

10406 State Route 118, Van Wert, OH, 45891

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Erin works as an insurance agent selling non-variable insurance products since January 2023. This activity requires minimal time.

Employment History
Current Registrations
Oneascent Financial Services LLC
September 2023 - Present · 3 yrs 1 mo
Previous Registrations
Gateway Wealth Partners, LLC
October 2022 - September 2023 · 11 mos
Advisors' Pride INC.
April 2018 - October 2022 · 4 yrs 6 mos
LPL Financial LLCBroker
March 2018 - October 2023 · 5 yrs 7 mos
Cetera Investment Advisers LLC
February 2017 - February 2018 · 1 yr
Cetera Investment Services LLCBroker
February 2017 - February 2018 · 1 yr
Fifth Third Securities, INC.
May 2014 - December 2015 · 1 yr 7 mos
Fifth Third Securities, INC.Broker
April 2014 - December 2015 · 1 yr 8 mos
Lincoln Financial Securities CorporationBroker
October 2013 - April 2014 · 6 mos
Lincoln Financial Advisors CorporationBroker
March 2010 - April 2014 · 4 yrs 1 mo
State Registrations1 state
OH
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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