Michael
Pate
Oneascent Financial Services LLC
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About this Advisor
Michael Pate is a financial advisor working in Rochester, Minnesota who has 1 year of relevant experience. Pate currently works for Oneascent Financial Services LLC. The advisor has gained experience at Investment Centers Of America, Cambridge Investment Research, Inc, Cambridge Investment Research Advisors, Inc, Purshe Kaplan Sterling Investments and Oneascent Financial Services, LLC Dba Navigator Financial. Pate holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to advise clients in Indiana and Minnesota. Oneascent Financial Services LLC is a financial advisory firm operating out of Birmingham, AL. The company has offices in 14 locations and a total of 56 financial advisors. It controls $456 million in total assets between its 2,828 client accounts, making it one of the larger financial advisory firms in the country by assets under management. The firm provides services to 12 charitable organizations. Of its 2,828 client accounts, just 13% are associated with high-net-worth investors who have greater than $1 million in assets. The firm has a wide assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees for financial advisory services largely are based on the services. However, fee types billed by Oneascent Financial Services LLC most likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Oneascent Financial Services LLC Brokerage Details
$456,423,981
56
2,828
$161,395
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
Michael Pate Work History
Michael has been registered as a financial advisor for 1 years.*
Purshe Kaplan Sterling Investments
Oneascent Financial Services, LLC Dba Navigator Financial
Cambridge Investment Research, Inc
Cambridge Investment Research Advisors, Inc
Investment Centers Of America
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Michael Pate 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
Tetonia, ID
Decatur, IN
Greenville, SC
Birmingham, AL
Fayetteville, NC
Birmingham, AL
Birmingham, AL
Rochester, MN
The content in this profile was updated by SmartAsset on 4/16/2023. 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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