Robert H. Latimer

ONEASCENT WEALTH MANAGEMENT

Birmingham, AL 35242

Some features on this profile are disabled

CRD#: 4890419

Professional summary

Robert Hays Latimer, CFP® is a registered financial advisor currently at ONEASCENT WEALTH MANAGEMENT located in Birmingham, Alabama.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Robert has worked at 4 firms and has passed the Series 66, 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Hays Latimer's CRS (Customer Relationship Summary).

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^®

Certified Financial Planner

Start date: 2012

Experience

Current

July 10, 2020 - Present

ONEASCENT WEALTH MANAGEMENT

Office #1: 23 Inverness Center Parkway, Birmingham, AL 35242

RIA

CRD#: 308057

Birmingham, AL

Past

March 22, 2017 - July 16, 2020

ONEASCENT FINANCIAL SERVICES LLC

RIA

CRD#: 284549

Birmingham, AL

Past

April 5, 2007 - February 22, 2017

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

BIRMINGHAM, AL

Past

February 21, 2007 - February 22, 2017

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

BIRMINGHAM, AL

Past

February 23, 2005 - January 19, 2007

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

BIRMINGHAM, AL

Past

February 8, 2005 - July 3, 2006

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

February 8, 2005 - January 19, 2007

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

BIRMINGHAM, AL

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".

ONEASCENT WEALTH MANAGEMENT

ONEASCENT WEALTH MANAGEMENT | SOVEREIGN FAMILY OFFICE | ONEASCENT WEALTH MANAGEMENT LLC

CRD#: 308057 / SEC#: 801-118682

RIA

Registered Investment Advisory firm - (5/11/2020 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

Alabama
(7/10/2020)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 2/22/2005

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 2/22/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 2/7/2005

General Securities Representative Examination

Current Firm

ONEASCENT WEALTH MANAGEMENT

ONEASCENT WEALTH MANAGEMENT | SOVEREIGN FAMILY OFFICE | ONEASCENT WEALTH MANAGEMENT LLC

CRD#: 308057 / SEC#: 801-118682

RIA

Registered Investment Advisory firm - (5/11/2020 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

23 Inverness Center Parkway, Birmingham, AL 35242

Mailing Address

Phone number

(205) 313-9142

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (16 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

OAWM ADV PART 2A (3/20/2025)

Regulatory assets under management

Total Number of Accounts	2,138
AUM (Assets Under Management)	$ 431,684,302

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.

Similar Advisors

Martin Wheeler

OSAIC WEALTH, INC.

IAR

Birmingham, AL

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Robert H. Latimer

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Hays Latimer's CRS (Customer Relationship Summary).

Certified licenses

Experience

ONEASCENT FINANCIAL SERVICES LLC

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

ONEASCENT WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 66

Date: 2/22/2005

SIE

Date: 2/22/2017

Series 7

Date: 2/7/2005

Current Firm

ONEASCENT WEALTH MANAGEMENT

Contact information

SEC notice filing (16 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ONEASCENT WEALTH MANAGEMENT

TRUST BUT VERIFY

Similar Advisors