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Erin Kae Gilbert

Oneascent Financial Services LLC

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About Erin Kae Gilbert

Erin Kae Gilbert is a financial advisor with Oneascent Financial Services LLC, a firm that provides financial planning and portfolio management for individuals, businesses, and pension plans. Erin is a registered investment advisor in Ohio, with experience in the financial services industry. Erin has held previous roles with LPL FINANCIAL LLC, STRATEGENCE CAPITAL, and Advisors' Pride Inc.

Firm Information

Erin Gilbert is currently registered with Oneascent Financial Services LLC. Oneascent Financial Services LLC is a Birmingham, Alabama-based registered investment advisor with approximately $1.8 billion in regulatory assets under management. The firm provides a range of advisory services including financial planning, pension consulting, and portfolio management for individuals, businesses, and charitable organizations. Oneascent also offers educational seminars and selection of other advisers.
Oneascent Financial Services LLC

23 INVERNESS PARKWAY

BIRMINGHAM, AL 35242

$1.79B

Assets Under Management

15

Total Clients

54

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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consulting

Consulting

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Erin Gilbert’s Registration & Firm History

OH

09/22/2023 - Present

Oneascent Financial Services LLC (Van Wert OH)

OH

10/05/2016 - 10/03/2023

LPL FINANCIAL LLC (VAN WERT OH)

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Licenses & Designations

BOTH

Issued 09/15/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/05/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Erin Kae Gilbert.
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