Matthew Robert Dorweiler
Investment adviser representative at Oneascent Financial Services LLC
20 yearsExperience
1 stateRegistered in
$3.5BFirm assets
10 yearsFirm in business
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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
20 years in the industry.
- Oneascent Financial Services LLCSep 2023 to now
- The Company BlueJul 2019 to now
- Chokio Fire DepartmentDec 2015 to now
- Gateway Wealth Partners, LLCOct 2022 to Sep 2023
- Advisors' Pride IncNov 2021 to Oct 2022
- LPL Financial LLCOct 2021 to Sep 2023
- Northwestern Mutual Wealth Management CompanyApr 2017 to Sep 2021
- Northwestern Mutual Investment Services, LLCJan 2015 to Sep 2021
- Northwestern Mutual Life Insurance CopmanyMay 2006 to Sep 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 65 · Uniform Investment Adviser Law2021
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
- 5148618
- Firm CRD
- 284549