Suzuanne
Foster

Oneascent Financial Services LLC

CRD#4812069
Investment Advisor
in Birmingham, AL

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Suzuanne Foster is a financial advisor based in Birmingham, Alabama, working with Oneascent Financial Services LLC. Suzuanne has previously held positions at Ameriprise Financial Services, Inc, Purshe Kaplan Sterling Investments, and One Ascent. Suzuanne has passed the Series 66 regulatory exam and is registered to provide services in California, Texas, and Wisconsin. Currently, Suzuanne is part of Oneascent Financial Services LLC, which operates out of Birmingham, Alabama. The firm has 27 offices and 80 employees. The firm manages assets totaling $1.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Oneascent Financial Services LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

23 Inverness Parkway
Birmingham, AL 35242

Find an advisor who will work directly with you

SmartAsset’s free tool matches you with up to three vetted financial advisors who serve your area, and you can have a free introductory call with your advisor matches to decide which one you feel is right for you. Click here to get matched with an advisor today.

Oneascent Financial Services LLC Brokerage Details

Total Assets Under Management

$1,788,648,397

AL Average: $1,620,585,161
Total Number of Employees

80

AL Average: 52
Total Number of Accounts

7,877

AL Average: 1,560
Average Account Size

$227,072

AL Average: $1,038,837

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Suzuanne Foster Work History

2021 - Present (3 years)

Purshe Kaplan Sterling Investments

2021 - Present (3 years)

One Ascent

2005 - 2021 (16 years)

Ameriprise Financial Services, Inc

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Suzuanne Foster to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Oneascent Financial Services LLC

Carl Reed
Virginia Beach, VA
Robert Felts
Simpsonville, SC
Jordan Arnold
Birmingham, AL
Michael Kuckel
Inman, SC
Erin Laukhuf
Van Wert, OH
Graig Stettner
Fort Wayne, IN
Mark Tevebaugh
Tetonia, ID
Benjamin Craft
Birmingham, AL

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Find an advisor who will work directly with you

Answer a few questions, get matched with up to 3 advisors, compare and decide which is right for you. Click here to find your advisor matches today.
Get started