Kennewick, WA 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
5401 Ridgeline Drive, Suite 120
Kennewick WA 99338
Advisors at this office
2
Advisors at this office
John M
CFP®, Series 66
Kennewick, WA
OneAscent Financial Services LLC
John Mcdonald is a CFP® professional with 19 years of industry experience, currently serving as a financial advisor at OneAscent Financial Services LLC since 2021. He has held roles at Purshe Kaplan Sterling Investments and Waddell & Reed Inc, among others. Outside of his advisory work, he has been involved with ELEMSA LLC and community organizations such as Central United Protestant Church and the Arts Center Task Force. OneAscent Financial Services LLC is a multi-team registered investment adviser that serves individuals, retirement plans, trusts, broker/dealer customers, and institutions. The firm offers a range of asset management and financial planning services, employing both advisor-managed and model-based strategies, and provides additional services including outsourced CIO and CCO functions.
Alexander P
Series 66
Kennewick, WA
OneAscent Financial Services LLC
Alexander Peloquin is a financial advisor with OneAscent Financial Services LLC, holding a Series 66 designation and seven years of industry experience. His prior work includes roles at Purshe Kaplan Sterling Investments, ELEMSA LLC, and Waddell and Reed, Inc. Outside of investment advisory, he is involved with ELEMSA LLC, a firm that provides payroll, tax, and employee benefits services. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, broker/dealer customers, and institutions. The firm offers a range of services including discretionary and non-discretionary asset management, financial planning, and Unified Managed Account solutions, with investment programs implemented through individualized guidelines, model-based platforms, and overlay managers.
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