Benjamin A Wilhelm
Investment adviser representative at Oneascent Financial Services LLC
11 yearsExperience
1 stateRegistered in
$3.5BFirm assets
10 yearsFirm in business
Are you Benjamin A Wilhelm? 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
11 years in the industry.
- Oneascent Financial Services, LLCMay 2024 to now
- Brokers International Financial ServicesSep 2015 to May 2024
- Blueskies Wealth ManagementAug 2015 to Sep 2018
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 1 state (PA).
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
- 6501665
- Firm CRD
- 284549