Brian Christopher Schaaf
Investment adviser representative at Oneascent Financial Services LLC
11 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
11 years in the industry.
- Oneascent Financial Services, LLCFeb 2026 to now
- Purshe Kaplan Sterling InvestmentsNov 2025 to now
- Oneascent Financial Services, LLCJun 2025 to Jan 2026
- Nexus Peer Financial CoachingAug 2023 to May 2025
- Regal HoldingsMay 2023 to Aug 2024
- Premier Martial ArtsMay 2022 to May 2023
- Calvin UniversityAug 2021 to May 2025
- Ditto Upscale ResaleSep 2018 to Aug 2021
- Eastern ChristianJan 2015 to May 2021
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (NJ).
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
- 7737757
- Firm CRD
- 284549