Grand Rapids, MN Office

Team
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OneAscent Financial Services LLC logo

OneAscent Financial Services LLC

Multi-team

Firm-wide stats for OneAscent Financial Services LLC

Total advisors

75

Across 42 offices

Clients per advisor

68 High

Avg AUM per client

$589,892 Typical

HNW client ratio

16% Typical

About

OneAscent Financial Services LLC is a multi‑team registered investment adviser that serves individuals (including high‑net‑worth clients), retirement plans, trusts, broker/dealers’ customers, and other institutions through multiple advisory teams. The firm offers discretionary and non‑discretionary asset management, financial planning, Unified Managed Account solutions, consulting, and back‑office support for other RIAs.

Investment programs are implemented using individualized asset‑allocation guidelines and may be managed directly by advisor teams or through model‑based and UMA platforms; the firm uses overlay managers (including Adhesion and GeoWealth), offers a tax‑overlay option, and makes use of automated programs such as Schwab’s Institutional Intelligent Portfolios. OneAscent also provides outsourced CIO and outsourced CCO services and monitors third‑party managers it recommends.

Several features disclosed in the brochure are uncommon for peers: certain professionals can arrange tax preparation and accounting services for clients, some advisors are registered representatives of Purshe Kaplan Sterling Investments, Inc. (PKS) and can effect broker‑dealer transactions, and some are licensed insurance agents who may sell annuities and insurance. The firm also integrates donor‑advised fund technology (OneGive/CharityVest), operates an affiliated investment manager and private funds, and discloses the resulting conflicts of interest for clients to review.

Based on OneAscent Financial Services LLC

Expertise

Wealth management Tax-loss harvesting Private / alternative investments Options & derivatives strategies Real estate investing

Based on OneAscent Financial Services LLC

Occupation focus

Executive

Based on OneAscent Financial Services LLC

Location

32 NW 4th St.

Grand Rapids MN 55744

Advisors at this office

4

Advisors at this office

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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.

Wealth management Tax-loss harvesting Private / alternative investments Options & derivatives strategies Real estate investing Executive
user avatar

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.

Wealth management Tax-loss harvesting Private / alternative investments Options & derivatives strategies Real estate investing Executive
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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.

Wealth management Tax-loss harvesting Private / alternative investments Options & derivatives strategies Real estate investing Executive
user avatar

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.

Wealth management Tax-loss harvesting Private / alternative investments Options & derivatives strategies Real estate investing Executive
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