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Kadin Andrew Cochran

Oneascent Financial Services LLC

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About Kadin Andrew Cochran

Kadin Andrew Cochran is an Investment Advisor Representative with Oneascent Financial Services LLC. Kadin is currently licensed in Ohio. Kadin has been in the financial services industry since June 2024. Kadin holds a Series 65 license. Kadin is licensed to provide financial advice and services to individuals, high-net-worth individuals, charitable organizations, corporations, pension and profit-sharing plans, and other investment advisers. Oneascent Financial Services LLC offers a variety of financial services, including financial planning, portfolio management, and consulting services.

Firm Information

Kadin Cochran 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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Kadin Cochran’s Registration & Firm History

OH

10/04/2024 - Present

Oneascent Financial Services LLC (Van Wert OH)

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Licenses & Designations

IA

Issued 05/08/2024

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/08/2024

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kadin Andrew Cochran.
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