Michael Kuckel
Investment adviser representative at Oneascent Financial Services LLC
12 yearsExperience
1 stateRegistered in
CFADesignation
$3.5BFirm assets
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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
12 years in the industry.
- Oneascent Financial Services LLCDec 2017 to now
- Oneascent Financial Services LLC d/b/a Sovereign Financial GroupDec 2017 to now
- Bank of America, N.A.Sep 2014 to Dec 2017
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedApr 2014 to Dec 2017
Designations
- CFA
Exams passed
- Series 65 · Uniform Investment Adviser Law2004
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 1 state (SC).
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
- 4677618
- Firm CRD
- 284549