Areas of Practice
Retirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingCharitable Giving
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
70 advisors
Number of Clients
4,188 clients
Average Client Portfolio
$623K average
Assets Under Management
$2.6B

Fee Structure

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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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Employment History
Current Registrations
Oneascent Financial Services LLC
September 2023 - Present · 2 yrs 5 mos
Previous Registrations
Gateway Wealth Partners, LLC
October 2022 - September 2023 · 11 mos
Advisors' Pride INC.
December 2017 - October 2022 · 4 yrs 10 mos
LPL Financial LLCBroker
October 2016 - October 2023 · 7 yrs
State Registrations2 states
INOH
Advisor
Exams
No exam information available for this advisor.