Bailey
Ziemski

Oneascent Financial Services LLC

CRD#7090378
Investment Advisor
in Grand Rapids, MN

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About this Advisor

Bailey Ziemski is a financial advisor based in Grand Rapids, Minnesota, working with Oneascent Financial Services LLC. Bailey has previously held positions at Sugar Lake Lodge, Papa Murphy's, Bottles & Brews, Brad A Nelson, Thrivent Financial, Wag, Bubbles & Bows, Unemployment-Covid19, Bab Properties LLC/Thrivent, Mh Event Productions, Full Time Student, Thrivent Investment Management Inc, Brad Nelson - Thrivent Financial, and Oneascent Financial Services LLC. Bailey has passed the Series 66 regulatory exam and is registered to provide services in Minnesota. Currently, Bailey is part of Oneascent Financial Services LLC, which operates out of Grand Rapids, Minnesota. 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

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

32 Nw 4Th St.
Grand Rapids, MN 55744

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Oneascent Financial Services LLC Brokerage Details

Total Assets Under Management

$1,788,648,397

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

80

MN Average: 52
Total Number of Accounts

7,877

MN Average: 1,560
Average Account Size

$227,072

MN 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

Bailey Ziemski Work History

2023 - Present (1 year)

Oneascent Financial Services LLC

2023 - 2023 (< 1 year)

Brad Nelson - Thrivent Financial

2022 - 2023 (1 year)

Thrivent Investment Management Inc

2021 - 2021 (< 1 year)

Bubbles & Bows

2021 - 2023 (2 years)

Bab Properties LLC/Thrivent

2020 - 2020 (< 1 year)

Bubbles & Bows

2020 - 2021 (1 year)

Bubbles & Bows

2020 - 2020 (< 1 year)

Unemployment-Covid19

2020 - 2020 (< 1 year)

Mh Event Productions

2019 - 2020 (1 year)

Brad A Nelson, Thrivent Financial

2019 - 2020 (1 year)

Wag

2017 - 2019 (2 years)

Bottles & Brews

2015 - 2020 (5 years)

Papa Murphy'S

2014 - 2014 (< 1 year)

Sugar Lake Lodge

2011 - 2019 (8 years)

Full Time Student

Disclosures

Please visit the SEC profile of Bailey Ziemski 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

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

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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