Tamela Sperr (CRD# 2485906) is an Investment Advisor Representative working at Oneascent Financial Services LLC in Morris, MN and has over 29 years of experience in the finance industry. Tamela Sperr 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.
CRD# 6721107
Edward Jones
CRD# 6902259
Edward Jones
CRD# 6783676
Edward Jones
Company Name | Location | Dates | Years |
---|---|---|---|
Oneascent Financial Services LLC | Birmingham, AL | Sep 2023 - Current | < 1 |
Gateway Wealth Partners, LLC | Morris, MN | Oct 2022 - Sep 2023 | < 1 |
Lpl Financial LLC | Morris, MN | Nov 2017 - Sep 2023 | 5 |
Advisors' Pride Inc. | Morris, MN | Aug 2019 - Oct 2022 | 3 |
Strategic Wealth Group Ria Llc(dba:valor Financial Partners Llc) | Morris, MN | Oct 2017 - Aug 2019 | 1 |
Edward Jones | St Louis, MO | May 2000 - Nov 2017 | 17 |
Edward Jones | St Louis, MO | May 2000 - Nov 2017 | 17 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | May 1994 |
S65 | NASAA Investment Advisors Law Examination | Mar 2000 |
- MN
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Total Assets Under Management1,789MILLIONS
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Total Number of Accounts7,877ACCOUNTS
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Average Account Value$227,072
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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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