Suzuanne Marie Foster
Investment adviser representative at Oneascent Financial Services LLC
21 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$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
21 years in the industry.
- Oneascent Financial Services LLCSep 2021 to now
- One AscentSep 2021 to now
- Purshe Kaplan Sterling InvestmentsSep 2021 to now
- Ameriprise Financial Services, Inc.Sep 2005 to Sep 2021
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2004
State registrations
Registered as an investment adviser representative in 3 states (CA, TX, WI).
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
- 4812069
- Firm CRD
- 284549