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Bailey Z
Series 66
Grand Rapids, MN
OneAscent Financial Services LLC
Bailey Ziemski Harwood is a financial advisor at OneAscent Financial Services LLC with three years of industry experience. She holds a Series 66 designation and has worked at firms including Thrivent Investment Management Inc and Brad Nelson - Thrivent Financial. Outside of her advisory role, she is a part owner of Rapid Towing. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, broker/dealers’ customers, and institutions. The firm offers asset management, financial planning, consulting, and back-office support through a variety of advisory teams and utilizes both customized and model-based investment approaches.
Simon J
Series 63, Series 65
Grand Rapids, MN
OneAscent Financial Services LLC
Simon Jackson is a financial advisor at OneAscent Financial Services LLC with four years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Thrivent Financial and Swedish Match North America. Jackson serves as an associate board member of the Grand Rapids Youth Baseball Association and volunteers on the finance council at St. Joseph's Catholic Church. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, broker/dealer customers, and institutions. The firm offers asset management, financial planning, and consulting through advisor teams and model-based platforms, with additional services including tax preparation arrangements, outsourced CIO and CCO support, and integration of donor-advised fund technology.
Brad N
CFP®, Series 66
Grand Rapids, MN
OneAscent Financial Services LLC
Brad Nelson is a CFP® with 14 years of industry experience, currently serving as an advisor at OneAscent Financial Services LLC since 2023. He previously worked for Thrivent Financial for Lutherans and Thrivent Investment Management Inc., totaling over a decade at those firms. Outside of his advisory role, Nelson serves as president of Itasca Youth for Christ and is a board member of Lighthouse Christian Academy. OneAscent Financial Services LLC is a multi-team registered investment adviser that serves individuals, retirement plans, trusts, broker/dealers’ customers, and institutions with customized asset management, financial planning, and consulting services. The firm utilizes both advisor-managed and model-based investment programs and offers additional services including outsourced CIO and CCO functions.
Sara B
Series 63, Series 65
Grand Rapids, MN
OneAscent Financial Services LLC
Sara Bolen is a financial advisor with OneAscent Financial Services LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. Prior to joining OneAscent in 2023, she worked for Thrivent Financial and its affiliated entities from 2011 to 2023. Outside of her advisory role, she volunteers as a bookkeeper for a local nonprofit organization that supports art projects for children in the Grand Rapids, MN area. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, broker/dealers’ customers, and institutions through multiple advisory teams. The firm offers a range of asset management and financial planning services, utilizing individualized asset-allocation strategies, model-based platforms, and overlay managers, along with additional services such as outsourced CIO and CCO functions.
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