Tamela Jean Sperr
Investment adviser representative at Oneascent Financial Services LLC
26 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$3.5BFirm assets
Are you Tamela Jean Sperr? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
26 years in the industry.
- Oneascent Financial Services LLCSep 2023 to now
- Gateway Wealth Partners, LLCOct 2022 to Sep 2023
- Advisors' Pride Inc.Aug 2019 to Oct 2022
- LPL Financial LLCNov 2017 to Sep 2023
- Strategic Wealth Group Ria LLC(dba:valor Financial Partners LLC)Oct 2017 to Aug 2019
- Edward JonesMay 2000 to Nov 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 65 · Uniform Investment Adviser Law2000
State registrations
Registered as an investment adviser representative in 1 state (MN).
Oneascent Financial Services LLC
$3.5BAssets managed
5,279Clients
79Advisers
10 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2485906
- Firm CRD
- 284549