Kaylee Beth Shepherd
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, LLCJun 2026 to now
- LPL Financial LLCJun 2024 to Jun 2026
- The Citizens National BankJun 2024 to Jun 2026
- Langs Pallets & CratesFeb 2024 to Jun 2024
- UnemployedJan 2024 to Feb 2024
- Ag PlusOct 2023 to Dec 2023
- Fort Wayne TincapsJun 2023 to Sep 2023
- Antwerp Exchange BankJul 2020 to Oct 2023
- Purdue University Fort WayneAug 2019 to May 2023
- Paulding County Engineers OfficeMay 2019 to Mar 2020
- Wayne Trace High SchoolAug 2015 to May 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2026
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (OH).
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
- 7938421
- Firm CRD
- 284549