AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why AdvisorCheck
Brad Alan Nelson

Brad Alan Nelson

CFP®
ONEASCENT FINANCIAL SERVICES
Grand Rapids, MN
·CRD# 5927258·15 years experience

Professional Summary

Brad Alan Nelson, CFP® is a registered financial advisor currently at ONEASCENT FINANCIAL SERVICES LLC located in Grand Rapids, Minnesota. Brad is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Brad has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

More Resources

Similar Advisors

Natalia Carolina Avila
Natalia Carolina Avila

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

SANTA CLARITA, CA · CRD#
View profile
Waneta A Jaikarran
Waneta A Jaikarran

E1 ASSET MANAGEMENT, INC.

CRD#
Kerry John Prazak
Kerry John Prazak

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

PLYMOUTH, MN · CRD#

Videos & Posts

This advisor has not added any videos or posts yet.

Similar Advisors

Natalia Carolina Avila
Natalia Carolina Avila

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

SANTA CLARITA, CA · CRD#
Waneta A Jaikarran
Waneta A Jaikarran

E1 ASSET MANAGEMENT, INC.

CRD#
MM
Matthew Marc Muney

CROSSTREE CAPITAL SECURITIES, LLC

TAMPA, FL · CRD#
Kerry John Prazak
Kerry John Prazak

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

PLYMOUTH, MN · CRD#

Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

Similar Advisors

Natalia Carolina Avila
Natalia Carolina Avila

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

SANTA CLARITA, CA · CRD#
Waneta A Jaikarran
Waneta A Jaikarran

E1 ASSET MANAGEMENT, INC.

CRD#
MM
Matthew Marc Muney

CROSSTREE CAPITAL SECURITIES, LLC

TAMPA, FL · CRD#
Kerry John Prazak
Kerry John Prazak

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

PLYMOUTH, MN · CRD#

Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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

Natalia Carolina Avila
Natalia Carolina Avila

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

SANTA CLARITA, CA · CRD#
Waneta A Jaikarran
Waneta A Jaikarran

E1 ASSET MANAGEMENT, INC.

CRD#
MM
Matthew Marc Muney

CROSSTREE CAPITAL SECURITIES, LLC

TAMPA, FL · CRD#
Kerry John Prazak
Kerry John Prazak

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

PLYMOUTH, MN · CRD#

Credentials

CFP®
Certified Financial PlannerSince 2015

Years of Experience

15 years in the financial services industry

Current & Past Employments

Current

ONEASCENT FINANCIAL SERVICES LLCCurrent·CRD# 284549
RIA
32 Nw 4th St., Grand Rapids, MN 55744
June 9, 2023 - Present

Past

THRIVENT INVESTMENT MANAGEMENT INC.Past·CRD# 18387
RIA
Grand Rapids, MN
November 18, 2013 - June 12, 2023
THRIVENT INVESTMENT MANAGEMENT INC.Past·CRD# 18387
BD
Grand Rapids, MN
November 23, 2011 - June 12, 2023

Similar Advisors

Natalia Carolina Avila
Natalia Carolina Avila

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

SANTA CLARITA, CA · CRD#
Waneta A Jaikarran
Waneta A Jaikarran

E1 ASSET MANAGEMENT, INC.

CRD#
MM
Matthew Marc Muney

CROSSTREE CAPITAL SECURITIES, LLC

TAMPA, FL · CRD#
Kerry John Prazak
Kerry John Prazak

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

PLYMOUTH, MN · CRD#

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 | STEWARDSHIP ADVISORY GROUP | 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 | ASCENSION WEALTH MANAGEMENT | ANTHEM ADVISORS | AFFILIATED FINANCIAL PLANNERS | ADVENTURE FINANCIAL

CRD#: 284549 / SEC#: 801-108265
RIA
Registered Investment Advisory firm - SEC (8/24/2016 Approved)

Contact Information

Main Address

100 Grandview Place Suite 200, Birmingham, AL 35243

Phone Number

(205) 313-9142

# of Employees

161

SEC notice filing (43 States and Territories)

Registered to provide investment advisory services in 43 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

OAFS ADV PART 2A (8/14/2026)

Regulatory Assets Under Management

Total Number of Accounts

16,009

AUM (Assets Under Management)

$3,537,993,573

Similar Advisors

Natalia Carolina Avila
Natalia Carolina Avila

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

SANTA CLARITA, CA · CRD#
Waneta A Jaikarran
Waneta A Jaikarran

E1 ASSET MANAGEMENT, INC.

CRD#
MM
Matthew Marc Muney

CROSSTREE CAPITAL SECURITIES, LLC

TAMPA, FL · CRD#
Kerry John Prazak
Kerry John Prazak

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

PLYMOUTH, MN · CRD#

Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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. NELSON FAMILY ENTERPRISES, LLC POSITION: Owner NATURE: As a real estate ownership and management company Nelson Family Enterprises, LLC, invests in and owns real estate and equipment for the purpose of capital appreciation, speculation and to generate rental income. Currently, we rent our cabin to guests through the Airbnb and Vrbo platforms. INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 2 START DATE: 06/03/2017 ADDRESS: 3417 Golf Course Rd, Grand Rapids MN 55744, United States DESCRIPTION: As the owner of Nelson Family Enterprises, LLCI oversee the research for potential acquisitions as well as handle the business of generating rental income from the real estate that is owned. 2. ITASCA YOUTH FOR CHRIST POSITION: President NATURE: The Mission of Youth for Christ: To care, mentor, and build relationships with youth through a faith-based approach by providing opportunities that are safe, inviting, and non-judgmental.As a Board member of Itasca Youth for Christ I am responsible for reviewing the business operations of the organization to ensure and enhance mission achievement. I attend monthly board of directors meeting and I assist the organization in raising funds for several events throughout the year. Ther Values of Youth for Christ Going where kids are Winning the right to be heard Building personal relationships with teens Providing experiences that are fun, exciting and life-changing Sharing our lives and the good news of Jesus Christ with adolescents Loving kids regardless of their response Helping young people develop life skills, positive assets, and attitude change to reach their full potential Working with a team of like-minded adults (volunteers, board members, donors, and staff) INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 1 START DATE: 08/14/2014 ADDRESS: 426 NW 4th St, Grand Rapids MN 55744, United States DESCRIPTION: As a Board member of Itasca Youth for Christ I am responsible for reviewing the business operations of the organization to ensure and enhance mission achievement. I attend monthly board of directors meeting and I assist the organization in raising funds for several events throughout the year. 3. LIGHTHOUSE CHRISTIAN ACADEMY POSITION: Board member NATURE: Educating Children With Christian Values INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 01/10/2023 ADDRESS: 2452 Co Rd 76, Grand Rapids MN 55744, United States DESCRIPTION: Help with organizational direction and oversight. 4. BAB Properties Owner. Start date 10/1/2018. Owns certain real estate associated with business in which the IARs business is located. Compensated role.

Similar Advisors

Natalia Carolina Avila
Natalia Carolina Avila

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

SANTA CLARITA, CA · CRD#
Waneta A Jaikarran
Waneta A Jaikarran

E1 ASSET MANAGEMENT, INC.

CRD#
MM
Matthew Marc Muney

CROSSTREE CAPITAL SECURITIES, LLC

TAMPA, FL · CRD#
Kerry John Prazak
Kerry John Prazak

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

PLYMOUTH, MN · CRD#

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 | STEWARDSHIP ADVISORY GROUP | 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 | ASCENSION WEALTH MANAGEMENT | ANTHEM ADVISORS | AFFILIATED FINANCIAL PLANNERS | ADVENTURE FINANCIAL

CRD#: 284549 / SEC#: 801-108265
RIA
Registered Investment Advisory firm - SEC (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.
IAR
Minnesota
(6/9/2023)

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Dec 2011About the Series 66 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Nov 2011About the Series 7 exam

Similar Advisors

Natalia Carolina Avila
Natalia Carolina Avila

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

SANTA CLARITA, CA · CRD#
Waneta A Jaikarran
Waneta A Jaikarran

E1 ASSET MANAGEMENT, INC.

CRD#
MM
Matthew Marc Muney

CROSSTREE CAPITAL SECURITIES, LLC

TAMPA, FL · CRD#
Kerry John Prazak
Kerry John Prazak

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

PLYMOUTH, MN · CRD#

CRS (Client Relationship Summary) - RIA

Click below to view Brad Alan Nelson's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Similar Advisors

Natalia Carolina Avila
Natalia Carolina Avila

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

SANTA CLARITA, CA · CRD#
Waneta A Jaikarran
Waneta A Jaikarran

E1 ASSET MANAGEMENT, INC.

CRD#
MM
Matthew Marc Muney

CROSSTREE CAPITAL SECURITIES, LLC

TAMPA, FL · CRD#
Kerry John Prazak
Kerry John Prazak

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

PLYMOUTH, MN · CRD#