Alexander Garret Peloquin
Investment adviser representative at Oneascent Financial Services LLC
10 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
10 years in the industry.
- Oneascent Financial Services, LLCMar 2021 to now
- Purshe Kaplan Sterling InvestmentsMar 2021 to now
- Elemsa LLCSep 2018 to now
- Waddell and Reed, Inc.Sep 2018 to Mar 2021
- Washington River Protection SolutionsJun 2018 to Aug 2018
- UnemployedSep 2017 to Jun 2018
- Washington River Protection SolutionsJun 2017 to Sep 2017
- UnemployedDec 2016 to Jun 2017
- Northwestern Mutual Investment Services, LLCNov 2016 to Dec 2016
- UnemployedJul 2016 to Nov 2016
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (WA).
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
- 6728541
- Firm CRD
- 284549