Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 65, Series 63
Experience Industry experience
2 years
Location
Van Wert, OH 45891
Barton Cook III is an advisor with W&S Brokerage Services, Inc., holding Series 65 and Series 63 licenses and two years of industry experience. Prior to his current role, he worked at Western & Southern Life and Quality Services, and he has been a yacht broker at American Yachts since 2010. Barton also served as a sales agent for Western & Southern Life. W&S Brokerage Services, Inc. is a dually-registered broker-dealer and SEC-registered investment adviser affiliated with Western & Southern Financial Group. The firm offers a model-driven, discretionary asset allocation program with various risk profiles and investment objectives, serving individuals, trusts, retirement plans, and other entities through an extensive branch network.
Based on W&S BROKERAGE Services, Inc.
$0 - $250,000: 1.50% annually $250,001 - $500,000: 1.40% annually $500,001 - $750,000: 1.30% annually $750,001+: 1.10% annually
Account minimum: $250,000 Minimum fee: Minimum quarterly fee of $500 for most Investment Objectives; $250 for EnFocus™; $75 for Companion Account with EnFocus™ Fee-only: W&S Wealth Solutions Fee is asset-based with no commissions on program assets
Van Wert, OH
1167 Westwood Drive, Suite 102
Van Wert OH 45891
Advisors at this office
1
Ohio
2 years of industry experience
W&S Brokerage Services, Inc.
2024 - Present • 2 years
Van Wert, OH
Western & Southern Life
2024 - Present • 2 years
Van Wert, OH
Quality Services
2024 - 2024 • 1 year
Van Wert, OH
Poor Boy Crab and Seafood
2021 - 2023 • 2 years
Bradenton, FL
American Yachts
2010 - Present • 16 years
Palmetto, FL
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
Van Wert, OH
OneAscent Financial Services LLC
Erin Gilbert is a financial advisor at OneAscent Financial Services LLC with nine years of industry experience. She holds the Series 66 designation and has previously worked at Gateway Wealth Partners, LLC, ADVISORS' PRIDE Inc., LPL Financial, LLC, and Strategence Capital. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, broker/dealers’ customers, and other institutions. The firm offers a range of services including discretionary and non-discretionary asset management, financial planning, and Unified Managed Account solutions, utilizing both advisor-managed and model-based investment approaches.
Series 65
Van Wert, OH
OneAscent Financial Services LLC
Kadin Cochran is a financial advisor at OneAscent Financial Services LLC with two years of industry experience. He holds a Series 65 designation and has worked at firms including Florida Financial Advisors and OneAscent. Outside of advisory work, he is also an insurance agent involved with Strategence Capital. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, and institutions with services including asset management, financial planning, and consulting through both discretionary and non-discretionary strategies.
CFP®, Series 63, Series 66
Van Wert, OH
OneAscent Financial Services LLC
Erin Laukhuf is a CFP® with 15 years of industry experience, currently serving as a financial advisor at OneAscent Financial Services LLC. Her prior experience includes roles at Gateway Wealth Partners, LPL Financial, ADVISORS' PRIDE Inc., and Cetera firms. She is also a licensed insurance agent involved in non-variable insurance activities. OneAscent Financial Services LLC is a multi-team registered investment adviser that serves individuals, retirement plans, trusts, broker/dealer customers, and institutions through multiple advisory teams. The firm offers a range of asset management and financial planning services, utilizing individualized asset-allocation guidelines and various management platforms, including model-based and UMA solutions.
Series 63, Series 66
Van Wert, OH
OneAscent Financial Services LLC
Timothy Stoller is a financial advisor with OneAscent Financial Services LLC in Van Wert, Ohio, holding Series 63 and Series 66 credentials and 26 years of industry experience. His prior roles include positions at Gateway Wealth Partners, Advisors' Pride Inc., and LPL Financial. He serves as a trustee of the Van Wert County Foundation, is a national board member of LifeWise Academy Inc., and chairs the LifeWise Foundation. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, broker/dealer customers, and institutions. The firm provides asset management, financial planning, Unified Managed Account solutions, and back-office support through multiple advisory teams and utilizes various model-based platforms and overlay managers.
Series 65
Van Wert, OH
OneAscent Financial Services LLC
Ryan Wenninger is a financial advisor at OneAscent Financial Services LLC with a Series 65 credential and one year of industry experience. His prior work experience includes roles at Bashore, Reineck, Stoller & Waterman and various positions outside the financial services industry. He serves as a controller and volunteer for Haven of Hope of Van Wert County, a nonprofit supporting homeless men. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, and institutions through multiple advisory teams. The firm offers discretionary and non-discretionary asset management, financial planning, and unified managed account solutions, utilizing both advisor-managed and model-based platforms.
Series 66
Delphos, OH
Raymond James Financial
Clara Hanf is a financial advisor with Raymond James Financial, holding a Series 66 designation and 28 years of industry experience. She has been with Raymond James Financial Services, Inc. since 1998 and Raymond James Financial since 2009. In addition to her advisory role, she works as an independent contractor preparing tax returns for Hellman Nomina CPA. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individuals, high-net-worth clients, corporations, and institutional clients, using analytical tools and tailored strategies to support client goals. The firm also offers specialized advisory programs and maintains unique affiliations, including municipal advisory services and a SIMPLE IRA Employer Advisory program.
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