Selinsgrove, PA Office

Team
Updated today

Client AUM

$3,024,964,603

Clients

5,128

Advisors

2

Of 73 advisors across 41 offices

Location

8 Commerce Avenue

Selinsgrove PA 17870

Advisors at this office

2

Advisors at this office

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Benjamin W

Series 66

Selinsgrove, PA

OneAscent Financial Services LLC

Benjamin Wilhelm is a financial advisor at OneAscent Financial Services LLC with 10 years of industry experience. He holds the Series 66 designation and previously worked at Brokers International Financial Services and BlueSkies Wealth Management. Wilhelm is also involved with Lone Oak Financial Services, LLC, a financial services business focused on securities and insurance. 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 a range of services including discretionary and non-discretionary asset management, financial planning, and Unified Managed Account solutions, employing individualized asset-allocation strategies and various overlay and automated management programs.

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

Series 65

Selinsgrove, PA

OneAscent Financial Services LLC

Aiden Gaugler is a financial advisor at OneAscent Financial Services LLC with a Series 65 license and less than one year of industry experience. Prior to joining OneAscent, he held positions at Sheetz and worked in educational institutions including Commonwealth University, PA Cyber, and Selinsgrove Area School District. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, broker/dealer customers, and institutions through various advisory teams. The firm offers discretionary and non-discretionary asset management, financial planning, Unified Managed Account solutions, and consulting services.

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