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Sarah M
Series 66
Bozeman, MT
OneAscent Financial Services LLC
Sarah Mouw is a financial advisor at OneAscent Financial Services LLC with a Series 66 designation and four years of industry experience. She has previously worked at City National Bank, RBC Capital Markets, LLC, Bible Study Fellowship, and Thrivent Financial. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, broker/dealer customers, and other institutions. The firm offers asset management, financial planning, and consulting services through multiple advisory teams, utilizing individualized asset-allocation guidelines and various platform solutions.
David A
Series 63, Series 65
Bozeman, MT
OneAscent Financial Services LLC
David Anderson is a financial advisor at OneAscent Financial Services LLC with 40 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at City National Bank and RBC Capital Markets. Anderson serves on the board of directors for a nonprofit radio show called The Christian Worldview. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, broker/dealers’ customers, and other institutions. The firm provides discretionary and non-discretionary asset management, financial planning, and various advisory services through individualized asset-allocation guidelines and multiple platform options.
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