Ian Matthew Morrison
Investment adviser representative at Oneascent Financial Services LLC
15 yearsExperience
2 statesRegistered 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
15 years in the industry.
- Oneascent Financial Services LLCMay 2023 to now
- One Ascent Financial Services Dbathe Cornerstone Financial GroupMay 2023 to now
- Purshe Kaplan SterlingMay 2023 to now
- Securities America AdvisorsFeb 2022 to May 2023
- Securities America, Inc.Mar 2020 to May 2023
- Conscious Cup Coffee RoastersOct 2019 to Mar 2020
- Royals Property ServiceSep 2017 to Oct 2019
- UnemployedAug 2011 to Sep 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (IL, TX).
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
- 7262655
- Firm CRD
- 284549