Brad A. Nelson
ONEASCENT FINANCIAL SERVICES LLC
Grand Rapids, MN 55744
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CRD#: 5927258
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.
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. 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.
CRS (Client Relationship Summary) - RIA
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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: 2015
Experience
Current
June 9, 2023 - Present
ONEASCENT FINANCIAL SERVICES LLC
Office #1: 32 Nw 4th St., Grand Rapids, MN 55744RIA
CRD#: 284549
Grand Rapids, MN
Past
November 18, 2013 - June 12, 2023
THRIVENT INVESTMENT MANAGEMENT INC.
RIA
CRD#: 18387
Grand Rapids, MN
Past
November 23, 2011 - June 12, 2023
THRIVENT INVESTMENT MANAGEMENT INC.
BD
CRD#: 18387
Grand Rapids, MN
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
Minnesota(6/9/2023)
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
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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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Company Information
ONEASCENT FINANCIAL SERVICES LLC
CRD#: 284549Grand Rapids, MN 55744TRUST BUT VERIFY
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