Erin
Laukhuf

Oneascent Financial Services LLC

CRD#5376142
Investment Advisor
in Van Wert, OH

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About this Advisor

Erin Laukhuf is a financial advisor based in Van Wert, Ohio, working with Oneascent Financial Services LLC. Erin has previously held positions at Fifth Third Securities, Jackson Brokerage, Cetera Investment Services LLC, Cetera Investment Advisors, Advisors' Pride Inc, Gateway Wealth Partners, LLC, Oneascent Financial Services LLC, and Lpl Financial LLC. Erin has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Ohio. Currently, Erin is part of Oneascent Financial Services LLC, which operates out of Van Wert, Ohio. 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 63, 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

10406 State Route 118
Van Wert, OH 45891

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Oneascent Financial Services LLC Brokerage Details

Total Assets Under Management

$1,788,648,397

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

80

OH Average: 52
Total Number of Accounts

7,877

OH Average: 1,560
Average Account Size

$227,072

OH 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

Erin Laukhuf Work History

2023 - Present (1 year)

Oneascent Financial Services LLC

2022 - 2023 (1 year)

Gateway Wealth Partners, LLC

2018 - 2022 (4 years)

Advisors' Pride Inc

2018 - 2023 (5 years)

Lpl Financial LLC

2017 - 2018 (1 year)

Jackson Brokerage

2017 - 2018 (1 year)

Cetera Investment Services LLC

2017 - 2018 (1 year)

Cetera Investment Advisors

2014 - 2015 (1 year)

Fifth Third Securities

Disclosures

Please visit the SEC profile of Erin Laukhuf 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

Robert Felts
Simpsonville, SC
Graig Stettner
Fort Wayne, IN
Jordan Arnold
Birmingham, AL
Michael Kuckel
Inman, SC
Erin Laukhuf
Van Wert, OH
Carl Reed
Virginia Beach, VA
Tyler Martin
Nashville, TN
Thomas Claud
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.

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