Bozeman, MT Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$3,024,964,603
ClientsTotal clients
5,128
AdvisorsAdvisors at this office
2
Of 73 advisors across 41 offices
Location
Bozeman MT
Advisors at this office
2
Advisors at this office
Sarah M
Series 66
Bozeman, MT
OneAscent Financial Services LLC
Sarah Mouw is a financial advisor at OneAscent Financial Services LLC with four years of industry experience. She holds the Series 66 designation and has previously worked at City National Bank, RBC Capital Markets, 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 institutions. The firm provides asset management, financial planning, Unified Managed Account solutions, consulting, and back-office support, using customized asset-allocation strategies implemented by advisor teams or model-based platforms.
David A
Series 63, Series 65
Bozeman, MT
OneAscent Financial Services LLC
David Anderson is a financial advisor with OneAscent Financial Services LLC in Bozeman, MT, holding Series 63 and Series 65 designations and having 39 years of industry experience. His prior roles include positions at CITY NATIONAL BANK and RBC Capital Markets LLC. He serves on the board of directors for The Christian Worldview, a nonprofit radio show. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, including high-net-worth clients, retirement plans, trusts, broker/dealers’ customers, and other institutions. The firm provides discretionary and non-discretionary asset management, financial planning, and Unified Managed Account solutions through individualized asset-allocation guidelines and multiple management platforms.
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