Trina L. Hanner
ONEASCENT FINANCIAL SERVICES LLC
HWY 26, WY
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CRD#: 4206519
Professional summary
Trina L Hanner, CFP®, who also goes by Trina Lynne Hanner, Trina Lynne Ritter, is a registered financial advisor currently at ONEASCENT FINANCIAL SERVICES LLC located in Hwy 26, Wyoming.
Trina is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Trina has worked at 11 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Trina Lynne Hanner | Trina Lynne Ritter
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) FINANCIAL T.I.P.S.INC - AGENT - INSURANCE SALES AND SERVICES - SINCE 01/1999 - BROWNSTOWN,IN.--- 2) COLD CREEK PARTNERS, LLC. - OWNER/LANDLORD - COMMERCIAL PROPERTY RENTAL - SINCE 06/2010 - BROWNSTOWN, IN.--- 3) ROCKY MOUNTAIN DISTRICT CHURCH OF THE NAZARENE -- INVESTMENT ADVISORY COMMITTEE MEMBER
CRS (Client Relationship Summary) - RIA
Click below to view Trina L Hanner'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®
CFP®
Start date: 2011
Experience
Current
November 1, 2017 - Present
ONEASCENT FINANCIAL SERVICES LLC
RIA
CRD#: 284549
HWY 26, WY
Past
November 3, 2014 - November 29, 2017
BEACON WEALTH CONSULTANTS, INC.
RIA
CRD#: 154939
BROWNSTOWN, IN
Past
March 27, 2013 - November 3, 2014
STEWARDSHIP ADVISORY GROUP, LLC
RIA
CRD#: 165710
BROWNSTOWN, IN
Past
February 26, 2011 - October 2, 2014
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
RIA
CRD#: 20804
BROWNSTOWN, IN
Past
February 26, 2011 - November 6, 2014
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
BD
CRD#: 20804
BROWNSTOWN, IN
Past
August 9, 2006 - February 11, 2011
QA3 FINANCIAL LLC
RIA
CRD#: 104957
BROWNSTOWN, IN
Past
August 9, 2006 - February 11, 2011
QA3 FINANCIAL CORP.
BD
CRD#: 14754
BROWNSTOWN, IN
Past
January 23, 2004 - August 9, 2006
G. A. REPPLE & COMPANY
RIA
CRD#: 17486
BROWNSTOWN, IN
Past
January 23, 2004 - August 9, 2006
G. A. REPPLE & COMPANY
BD
CRD#: 17486
BROWNSTOWN, IN
Past
July 31, 2003 - December 31, 2003
AMERICAN GENERAL SECURITIES INCORPORATED
RIA
CRD#: 13626
BROWNSTOWN, IN
Past
October 1, 2002 - December 31, 2003
AMERICAN GENERAL SECURITIES INCORPORATED
BD
CRD#: 13626
PHOENIX, AZ
Past
June 26, 2002 - October 1, 2002
AMERICAN GENERAL EQUITY SERVICES CORPORATION
BD
CRD#: 5435
HOUSTON, TX
Past
June 22, 2001 - May 30, 2002
NATIONAL PLANNING CORPORATION
BD
CRD#: 29604
LOS ANGELES, CA
Past
September 19, 2000 - March 19, 2001
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
Indiana(11/1/2017)
IAR
Wyoming(5/1/2018)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory 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
Registered Investment Advisory firm - (8/24/2016 Approved)Upgrade to AdvisorCheck Premium
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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
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
