BZ
BZ

Bailey Reed Ziemski

2 Years of Experience
Sells Insurance
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

32 NW 4th St., Grand Rapids, MN, 55744

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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

Bailey works as an operations specialist in insurance sales for Providence Financial Advisors, LLC, starting in June 2023. This takes a few hours per week.

Employment History
Current Registrations
Oneascent Financial Services LLC
January 2024 - Present · 2 yrs 1 mo
Previous Registrations
Thrivent Investment Management INC.
March 2023 - June 2023 · 3 mos
Thrivent Investment Management INC.Broker
December 2022 - June 2023 · 6 mos
State Registrations1 state
MN
Advisor
Exams
No exam information available for this advisor.