Brad Nelson, financial advisor Grand Rapids MN

Brad Nelson

CRD Number: 5927258
Current Firm: Oneascent Financial Services LLC

Brad Nelson (CRD# 5927258) is an Investment Advisor Representative working at Oneascent Financial Services LLC in Grand Rapids, MN and has over 12 years of experience in the finance industry. Brad Nelson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Oneascent Financial Services LLC Birmingham, AL Jun 2023 - Current < 1
Thrivent Financial For Lutherans Appleton, WI Jan 2012 - Jun 2023 11
Thrivent Investment Management Inc. Grand Rapids, MN Sep 2011 - Jun 2023 11
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2011
Contact Info for Brad A. Nelson
Phone Number: 205-313-9142
Registered State(s):
  • MN
By the Numbers
  • Total Assets Under Management
    1,789
    MILLIONS
  • Total Number of Accounts
    7,877
    ACCOUNTS
  • Average Account Value
    $227,072
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AL, AZ, CA, CO, DE, FL, GA, ID, IL, IN, MA, MI, MN, NC, NH, NJ, NV, NY, OH, OR, PA, SC, TN, TX, VA, WA, WI, WY

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