Faustino Theodore Munoz
Investment adviser representative at Oneascent Wealth Management
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$475.6MFirm assets
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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
Experience
12 years in the industry.
- Oneascent Wealth Management LLCApr 2024 to now
- Thrivent FinancialMar 2022 to Apr 2024
- Thrivent Investment Management IncFeb 2022 to Apr 2024
- Faith Lutheran ChurchJul 2018 to Feb 2022
- Bethany Lutheran ChurchJun 2017 to Jun 2018
- Olive GardenOct 2015 to Jun 2017
- Concordia University ChicagoAug 2014 to May 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (FL).
Oneascent Wealth Management
Legal name: Oneascent Wealth Management LLC
$475.6MAssets managed
927Clients
6Advisers
6 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
- 7458499
- Firm CRD
- 308057