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Stacey A. Zahoranski
ONEASCENT FINANCIAL SERVICES LLC
AKRON, OH 44313
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CRD#: 5362235
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Professional summary
Stacey Ann Zahoranski, who also goes by Stacey Ann Haymon, is a registered financial advisor currently at ONEASCENT FINANCIAL SERVICES LLC located in Akron, Ohio.
Stacey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Stacey has worked at 5 firms and has passed the Series 66, Series 31 and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Stacey Ann Haymon
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) TRUSTEE FOR PARENT'S TRUST; INVESTMENT RELATED; AKRON, OH; START DATE 12/2012; 3 HRS PER MONTH; 1 HR DURING TRADING. 2) ATHENA AKRON; BOARD MEMBER; NOT-INVESTMENT RELATED; START DATE 01/2015; 2 HRS PER MONTH; 0 HRS DURING TRADING 3) INDEPENDENT INSURANCE AGENT; INSURANCE SALES; START DATE 06/1999; APPROXIMATELY 5 HRS PER MONT; 5 HRS DURING TRADING 4) AKRON TAX AND ESTATE PLANNING COUNCIL; MEMBER; START DATE 2024; 0 HRS DURING TRADING
CRS (Client Relationship Summary) - RIA
Click below to view Stacey Ann Zahoranski'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
November 1, 2017 - Present
ONEASCENT FINANCIAL SERVICES LLC
Office #1: 2295 West Market Street Suite D, Akron, OH 44313RIA
CRD#: 284549
AKRON, OH
Past
July 9, 2013 - November 29, 2017
BEACON WEALTH CONSULTANTS, INC.
RIA
CRD#: 154939
AKRON, OH
Past
December 20, 2010 - July 9, 2013
WELLS FARGO CLEARING SERVICES, LLC
RIA
CRD#: 19616
CANTON, OH
Past
December 17, 2010 - July 9, 2013
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
CANTON, OH
Past
February 2, 2009 - December 20, 2010
ROBERT W. BAIRD & CO. INCORPORATED
RIA
CRD#: 8158
AKRON, OH
Past
January 30, 2009 - December 20, 2010
ROBERT W. BAIRD & CO. INCORPORATED
BD
CRD#: 8158
AKRON, OH
Past
September 20, 2007 - January 30, 2009
CITIGROUP GLOBAL MARKETS INC.
RIA
CRD#: 7059
AKRON, OH
Past
August 2, 2007 - January 30, 2009
CITIGROUP GLOBAL MARKETS INC.
BD
CRD#: 7059
AKRON, OH
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(11/1/2017)
Exams
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
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.
Company Information
ONEASCENT FINANCIAL SERVICES LLC
CRD#: 284549Akron, OH 44313TRUST BUT VERIFY
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