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Credentials
Series 63, Series 65
Experience Industry experience
1 year
Location
Van Wert, OH 45891
OneAscent Financial Services LLC
Multi-team
Kaylee Shepherd is a financial advisor at OneAscent Financial Services LLC with Series 63 and Series 65 credentials and one year of industry experience. She previously worked at LPL Financial LLC and The Citizens National Bank. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, broker/dealer customers, and institutions. The firm offers discretionary and non-discretionary asset management, financial planning, and Unified Managed Account solutions through individualized asset-allocation strategies and various overlay and automated portfolio management platforms.
Based on OneAscent Financial Services LLC
Based on OneAscent Financial Services LLC
Fixed fees for financial planning typically range from $0 to $15,000 per project or quarter, with extremes up to $100,000+; financial consulting fixed fees typically range from $500 to $4,000 per annum; asset management may also be done on a flat fee basis between $1,000 and $100,000 per annum; tax preparation fees are fixed but negotiated case-by-case; back-office services fees can be flat or hourly.
$0+: 0.50% to 2.00% per annum for Unified Managed Accounts (UMAs) and Asset Management for Non-UMA Clients $0+: 0.50% to 1.00% per annum for Asset Management of Held Away Accounts $0+: 0.50% to 2.00% per annum for Asset Management of Fee Based Annuities and Insurance
Certain professionals registered as broker-dealer representatives receive customary commissions on sales of various securities including insurance products; commissions are not offset against advisory fees.
Financial planning hourly fees typically range from $125 to $500 per hour.
Minimum fee: Flat fees typically range between $1,000 and $100,000 per annum for asset management; financial planning fixed fees typically range between $0 and $15,000, with special cases over $100,000; financial consulting fixed fees typically range between $500 and $4,000 per annum. Fee-only: Financial planning fees can be hourly or fixed fee, with hourly charges between $125 and $500 per hour. Fixed fees typically range from $0 to $15,000, sometimes higher.
Van Wert, OH
10406 State Route 118
Van Wert OH 45891
Advisors at this office
6
Ohio
1 year of industry experience
OneAscent Financial Services, LLC
2026 - Present • 1 year
Birmingham, AL
LPL Financial LLC
2024 - 2026 • 2 years
Van Wert, OH
The Citizens National Bank
2024 - 2026 • 2 years
Van Wert, OH
Langs Pallets & Crates
2024 - 2024 • 1 year
Archbold, OH
Unemployed
2024 - 2024 • 1 year
Payne, OH
Ag Plus
2023 - 2023 • 1 year
Edgerton, IN
Fort Wayne Tincaps
2023 - 2023 • 1 year
Fort Wayne, IN
Antwerp Exchange Bank
2020 - 2023 • 3 years
Payne, OH
Purdue University Fort Wayne
2019 - 2023 • 4 years
Fort Wayne, IN
Paulding County Engineers Office
2019 - 2020 • 1 year
Paulding, OH
Wayne Trace High School
2015 - 2019 • 4 years
Haviland, OH
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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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.
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 10 years of industry experience. She holds the Series 66 designation and has worked at firms including Gateway Wealth Partners, ADVISORS' PRIDE Inc., LPL Financial, and Strategence Capital. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, broker/dealers’ customers, and institutions. The firm offers a range of services including discretionary and non-discretionary asset management, financial planning, Unified Managed Account solutions, and back-office support for other RIAs.
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 63
Celina, OH
Edward Jones
Richard Denning is a financial advisor with Edward Jones in Celina, Ohio, holding a Series 63 designation and 45 years of industry experience. He has been with Edward Jones since 1980. Outside of advising, he previously operated a specialty bicycle retailer as a part-time hobby business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households, pension plans, and charitable organizations. The firm offers discretionary and non-discretionary investment strategies, access to separately managed accounts and affiliated mutual funds, and operates under a fiduciary standard.
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