Erin Laukhuf
Advisor at OneAscent Financial Services LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at OneAscent Financial Services LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Van Wert, OH 45891
Credentials
CFP®, Series 63, Series 66
Industry experience
14 years
Erin Laukhuf is a CFP® with 14 years of industry experience, currently serving as a financial advisor at OneAscent Financial Services LLC. Her prior roles include positions at Gateway Wealth Partners, LPL Financial, and Cetera Investment Services. She is also licensed as an insurance agent for non-variable insurance products. OneAscent Financial Services LLC is a registered investment adviser managing approximately $2.61 billion and supports a network of 57 advisors. The firm serves individuals, pension plans, trusts, charitable organizations, and corporate clients, offering a range of asset management and financial planning services through customized portfolios and a combination of direct management and third-party solutions.
Based on OneAscent Financial Services LLC
Based on OneAscent Financial Services LLC
Financial planning and financial consulting fixed fees; asset management flat fees between $1,000 and $100,000 per annum in limited circumstances
Certain professionals are registered representatives and receive customary commissions for insurance and securities sales
Financial planning hourly rate between $125 and $500 per hour
Minimum fee: Flat fees typically between $1,000 and $100,000 per annum for asset management Fee-only: Financial planning fees can be hourly ($125-$500 per hour) or fixed fee ($0 to $15,000, can exceed $100,000 in special cases); financial consulting fixed fees $500 to $4,000 per annum; tax preparation fees vary case-by-case; back-office services negotiable flat or hourly fees
10406 State Route 118
Van Wert, OH 45891
Ohio
OneAscent Financial Services LLC
2023 - Present (3 years)
Gateway Wealth Partners, LLC
2022 - 2023 (1 year)
LPL Financial
2018 - 2023 (5 years)
ADVISORS' PRIDE Inc.
2018 - 2022 (4 years)
Cetera Investment Services Llc
2017 - 2018 (1 year)
Cetera Investment Advisors
2017 - 2018 (1 year)
Jackson Brokerage
2017 - 2018 (1 year)
UNEMPLOYED
2016 - 2017 (1 year)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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