TS
Timothy J. Stoller
ONEASCENT FINANCIAL SERVICES LLC
Van Wert, OH 45891
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CRD#: 4064098
TS
Professional summary
Timothy James Stoller is a registered financial advisor currently at ONEASCENT FINANCIAL SERVICES LLC located in Van Wert, Ohio.
Timothy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Timothy has worked at 6 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1). NM956 LLC -- Real Estate that holds the Strategence Van Wert office 2). 1127NMSTB -- Real Estate that holds the Strategence Bluffton Office 3). Strategence Aviation has been renamed SC213 and that is the LLC that holds my plane. 4). Investment in High Mount Capital(A Private Equity Firm) - not an owner just an investor in one of their funds 5). An investment in Garden City Equity(A Private Equity Firm) - not an owner just an invest in one of their funds 6). Trustee of the Van Wert County Foundation 7). Board Member of LifeWise Academy Inc - The National Board 8). Chairman of the LifeWise Foundation - A supporting entity of LifeWise Inc 9). Invested in the Equity Group - in two LLCS -- Britton Flex LLC and HAY LLC 10). Strategence Capital - Our Firm - own 75% of the shares 11). Member of the Summit Outdoors Group in Columbus Ohio
CRS (Client Relationship Summary) - RIA
Click below to view Timothy James Stoller's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
September 22, 2023 - Present
ONEASCENT FINANCIAL SERVICES LLC
Office #1: 10406 State Route 118, Van Wert, OH 45891RIA
CRD#: 284549
Van Wert, OH
Past
October 6, 2022 - September 26, 2023
GATEWAY WEALTH PARTNERS, LLC
RIA
CRD#: 322789
Van Wert, OH
Past
October 29, 2014 - October 25, 2022
ADVISORS' PRIDE INC.
RIA
CRD#: 170669
VAN WERT, OH
Past
March 13, 2012 - October 3, 2023
LPL FINANCIAL LLC
RIA
CRD#: 6413
VAN WERT, OH
Past
March 12, 2012 - October 3, 2023
LPL FINANCIAL LLC
BD
CRD#: 6413
VAN WERT, OH
Past
January 25, 2007 - March 13, 2012
EDWARD JONES
RIA
CRD#: 250
VAN WERT, OH
Past
June 19, 2000 - March 13, 2012
EDWARD JONES
BD
CRD#: 250
VAN WERT, OH
Past
April 26, 2000 - May 4, 2000
RAYMOND JAMES FINANCIAL SERVICES, INC.
BD
CRD#: 6694
ST. PETERSBURG, FL
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
OF
ONEASCENT FINANCIAL SERVICES LLC
2:24 WEALTH GROUP | ZAHORANSKI WEALTH MANAGEMENT | WEALTH STEWARDS | THE CORNERSTONE FINANCIAL GROUP | TEVEBAUGH & ASSOCIATES | TATE FINANCIAL PARTNERS | STRATEGENCE CAPITAL | STONEBRIDGE WEALTH MANAGEMENT | SOVEREIGN PRIVATE WEALTH | SOVEREIGN FAMILY OFFICE | SOLOMON PRIVATE WEALTH | RIVER OAK FINANCIAL | RESOLUTE CAPITAL GROUP | PWJOHNSON WEALTH MANAGEMENT | PURE CAPITAL SPORTS | PURE CAPITAL ADVISORS | PROVIDENT OAK FINANCIAL | PROVIDENCE FINANCIAL ADVISORS | PEARSON & ASSOCIATES | ONEASCENT FINANCIAL SERVICES LLC | LONE OAK FINANCIAL SERVICES | LIFE&WEALTH ADVISORS | LEGATUM GROUP | JB STARK FINANCIAL LLC | HARDT FINANCIAL GROUP | HAMPTON SQUARE WEALTH MANAGEMENT | FRANKLIN WEALTH MANAGEMENT | FLIGHT FINANCIAL ADVISORS | FINANCIAL STRATEGIES GROUP | ENOUGH WEALTH | ANTHEM ADVISORS | AFFILIATED FINANCIAL PLANNERS | ADVENTURE FINANCIAL
CRD#: 284549 / SEC#: 801-108265
RIA
Registered Investment Advisory firm - (8/24/2016 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Ohio(9/22/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
OF
ONEASCENT FINANCIAL SERVICES LLC
2:24 WEALTH GROUP | ZAHORANSKI WEALTH MANAGEMENT | WEALTH STEWARDS | THE CORNERSTONE FINANCIAL GROUP | TEVEBAUGH & ASSOCIATES | TATE FINANCIAL PARTNERS | STRATEGENCE CAPITAL | STONEBRIDGE WEALTH MANAGEMENT | SOVEREIGN PRIVATE WEALTH | SOVEREIGN FAMILY OFFICE | SOLOMON PRIVATE WEALTH | RIVER OAK FINANCIAL | RESOLUTE CAPITAL GROUP | PWJOHNSON WEALTH MANAGEMENT | PURE CAPITAL SPORTS | PURE CAPITAL ADVISORS | PROVIDENT OAK FINANCIAL | PROVIDENCE FINANCIAL ADVISORS | PEARSON & ASSOCIATES | ONEASCENT FINANCIAL SERVICES LLC | LONE OAK FINANCIAL SERVICES | LIFE&WEALTH ADVISORS | LEGATUM GROUP | JB STARK FINANCIAL LLC | HARDT FINANCIAL GROUP | HAMPTON SQUARE WEALTH MANAGEMENT | FRANKLIN WEALTH MANAGEMENT | FLIGHT FINANCIAL ADVISORS | FINANCIAL STRATEGIES GROUP | ENOUGH WEALTH | ANTHEM ADVISORS | AFFILIATED FINANCIAL PLANNERS | ADVENTURE FINANCIAL
CRD#: 284549 / SEC#: 801-108265
RIA
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Contact information
Main Address
23 Inverness Parkway, Birmingham, AL 35242
Mailing Address
Phone number
(205) 313-9142
Established
Firm type
Fiscal year end
# of Employees
125
SEC notice filing (43 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 11,150 |
| AUM (Assets Under Management) | $ 2,610,953,335 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
ONEASCENT FINANCIAL SERVICES LLC
CRD#: 284549Van Wert, OH 45891TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
