OneAscent Financial
Company

OneAscent Financial

Financial Services Birmingham, Alabama, United States 12 employees
Employees
12
Contacts
4
Emails
4
Phones
2

OneAscent Financial Overview

Headquarters
Birmingham, Alabama, United States
Industry
Financial Services
Employees
12
Founded
2017
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About OneAscent Financial

OneAscent Financial Services provides a platform for independent financial advisors who desire to be a part of something bigger than themselves. Our Values Aligned, Kingdom Driven solutions give advisors the freedom to pursue their calling and focus on their unique gifting – guiding and caring for the clients entrusted to them. Download the FREE guide for financial advisors, 5 Step Guide to Gain Independence for Greater Impact: https://financial.oneascent.com/#Download-Free-Guide Visit our website: https://financial.oneascent.com/ Follow us on Facebook: https://www.facebook.com/OneAscentFinancial Subscribe to our YouTube channel: https://www.youtube.com/channel/UCj1L04Phd8a3wq90j0NW1IA/ Investment advisory services offered through OneAscent Financial Services, LLC (“OAFS”), an investment adviser registered with the United States Securities and Exchange Commission. OAFS may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. This website is limited to the dissemination of general information pertaining to its investment advisory services. Accordingly, publication of this website on the internet should not be construed by any consumer and/or prospective client as OAFS’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the internet. Any subsequent, direct communication by OAFS with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides.

OneAscent Financial Contact Details

People in AeroLeads
4
With contact data
4
Email contacts
4
100.0% coverage
Phone contacts
2
50.0% coverage

OneAscent Financial Org Chart

Sample employees and titles
Name Title Contact
Susan Vitas Trader at Oneascent Financial
Email Phone
Wade Johnson Transition & Operations. Director
Email
Rob Grubb COO / President, Financial Services
Email Phone
Trina Hanner Cfp®, M.s., Wealth Advisor at Oneascent
Email

Employees by Management Level

Individual contributor 2 profiles
Executive 1 profile
Director 1 profile

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