Bailey Ziemski-harwood
Investment adviser representative at Oneascent Financial Services LLC
12 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
12 years in the industry.
- Oneascent Financial Services LLCJun 2023 to now
- Brad Nelson - Thrivent FinancialApr 2023 to Jun 2023
- Thrivent Investment Management IncMar 2022 to Jun 2023
- Bab Properties Llc/thriventSep 2021 to Apr 2023
- Mh Event ProductionsApr 2020 to Jul 2020
- Unemployment-covid19Apr 2020 to May 2020
- Bubbles & BowsMar 2020 to Sep 2021
- Wag!Oct 2019 to Feb 2020
- Brad A Nelson, Thrivent FinancialApr 2019 to Jan 2020
- Bottles & BrewsJun 2017 to Apr 2019
- Papa Murphy'sApr 2015 to May 2020
- Full Time StudentSep 2011 to Aug 2019
Exams passed
- Series 66 · Uniform Combined State Law2023
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
- 7090378
- Firm CRD
- 284549