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
6 years
Location
Van Wert, OH
Thrivent Investment Management
Institution
Phillip Summersett is a financial advisor with Thrivent Investment Management in Van Wert, Ohio, holding Series 65 and Series 63 licenses and six years of industry experience. He has worked at Thrivent Financial and Thrivent Investment Management since 2020 and previously served at Victory Worship Center and Pima County, Arizona. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering holistic, goal-based financial analyses and planning without discretionary portfolio management. The firm allows clients to combine planning with managed accounts under a consolidated billing option while keeping services separate.
Commissions and sales loads apply on recommended products such as mutual funds, insurance, and variable products; these fees are separate from Planning Fee.
Minimum fee: Planning Fees range from a minimum of $600 to a maximum of $10,000 unless otherwise accepted by Thrivent. Minimum fees may be higher in certain circumstances. Fee-only: Planning Fee negotiated based on scope, complexity, advisor experience; ranges from $600 to $10,000.
Van Wert, OH
Van Wert OH
Advisors at this office
2
Ohio
6 years of industry experience
Thrivent Financial
2020 - Present • 6 years
Appleton, WI
Thrivent Financial
2020 - 2020 • 1 year
Appleton, WI
Thrivent Investment Management Inc
2020 - Present • 6 years
Van Wert, OH
Victory Worship Center
2017 - 2020 • 3 years
Tucson, AZ
Pima County AZ
2015 - 2017 • 2 years
Tucson, AZ
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.
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.
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:
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.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")