Graig
Stettner
Oneascent Financial Services LLC
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About this Advisor
Graig Stettner is a financial advisor based in Fort Wayne, Indiana, working with Oneascent Financial Services LLC. Graig has previously held positions at Lpl Financial LLC, Advisors' Pride, Gateway Financial Partners, LLC, and Oneascent Financial Services LLC. Graig has passed the Series 63 regulatory exam and is registered to provide services in Indiana. Currently, Graig is part of Oneascent Financial Services LLC, which operates out of Fort Wayne, Indiana. 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
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Fee Structure
Office Location
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Oneascent Financial Services LLC Brokerage Details
$1,788,648,397
80
7,877
$227,072
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
Graig Stettner Work History
Oneascent Financial Services LLC
Gateway Financial Partners, LLC
Lpl Financial LLC
Advisors' Pride
Disclosures
Please visit the SEC profile of Graig Stettner 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
Birmingham, AL
Simpsonville, SC
Fort Wayne, IN
Inman, SC
Virginia Beach, VA
Van Wert, OH
Akron, OH
Decatur, IN
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.
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