Brad Nelson is a CFP-designated registered investment advisor at Oneascent Financial Services LLC, based in Grand Rapids, MN, with 14 years of industry experience. Brad 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
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
Location
32 NW 4th St., Grand Rapids, MN, 55744
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business Activities
Brad owns Nelson Family Enterprises, LLC, a real estate ownership and management company, and spends minimal time on it. He also serves as President of Itasca Youth for Christ and a board member of Lighthouse Christian Academy, dedicating minimal time to each.
Employment History
Current Registrations
Oneascent Financial Services LLC
Previous Registrations
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
State Registrations1 state
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
More Advisors
- Sara BolenOneascent Financial Services LLC
- James Olson, CFPLPL Financial LLC
- Kristina Clark, CFP, ChFCEdward Jones
- Danielle Witherill, ChFCEdward Jones