David Timothy Bresnahan
Investment adviser representative at Oneascent Financial Services LLC
10 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
10 years in the industry.
- Oneascent Financial Services LLCJun 2026 to now
- Oneascent Financial Solutions, LLCApr 2026 to now
- Cx Institutional, LLCOct 2024 to Apr 2026
- Community State BankAug 2023 to Oct 2024
- Northeast Indiana Regional PartnershipAug 2022 to Aug 2023
- Purdue University Fort WayneAug 2020 to May 2024
- N/aMay 2020 to Aug 2020
- Buffalo Wild WingsSep 2019 to Jan 2020
- L3harris TechnologiesSep 2019 to Dec 2019
- Home Guard Industries, IncJun 2019 to Aug 2019
- Arby'sJun 2017 to Jun 2019
- Leo Junior/senior High SchoolAug 2016 to May 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (IN).
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
- 8004530
- Firm CRD
- 284549