GS
CFA
GS
CFA

Graig Stettner

11 Years of Experience
Sells Insurance
Areas of Practice
Retirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingCharitable Giving
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
70 advisors
Number of Clients
4,188 clients
Average Client Portfolio
$623K average
Assets Under Management
$2.6B

Fee Structure

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Location

6504 Constitution Drive, Fort Wayne, IN, 46804

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Graig is an insurance agent and volunteers with several organizations, including the Fort Wayne Air Show, Apostolic Christian Church Finance Committee, Isaiah 55 Ministries, Junior Achievement of Northern Alabama, and the Allen County Public Library Foundation.

Employment History
Current Registrations
Oneascent Financial Services LLC
September 2023 - Present · 2 yrs 5 mos
Previous Registrations
Gateway Wealth Partners, LLC
October 2022 - September 2023 · 11 mos
LPL Financial LLC
March 2017 - October 2023 · 6 yrs 7 mos
Advisors' Pride INC.
October 2014 - December 2022 · 8 yrs 2 mos
LPL Financial LLC
April 2014 - December 2016 · 2 yrs 8 mos
LPL Financial LLCBroker
April 2014 - October 2023 · 9 yrs 6 mos
State Registrations1 state
IN
Advisor
Exams
No exam information available for this advisor.