Kadin
Cochran

Oneascent Financial Services LLC

CRD#7940444
Investment Advisor
in Van Wert, OH

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About this Advisor

Kadin Cochran is a financial advisor based in Van Wert, Ohio, working with Oneascent Financial Services LLC. Kadin has previously worked at Florida Financial Advisors, LLC, North Syracuse Central School District, Chick-Fil-A, Seko Logistics, Cicero North Syracuse High School, Liberty University, North Syracuse Junior High School, Gillette Road Middle School, and Oneascent Financial Services, LLC. Kadin has passed the Series 65 regulatory exam and is registered to provide services in Ohio. Currently, Kadin is part of Oneascent Financial Services LLC, which operates out of Van Wert, Ohio. The firm has 33 offices and 125 employees. Oneascent Financial Services LLC manages assets totaling $2.6 billion and serves both charitable organizations and high-net-worth clients. The firm offers services such as financial planning, portfolio management for individuals, small businesses, and institutional clients, pension consulting, selection of other advisers, educational seminars, and other services. The fee structure at Oneascent Financial Services LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

10406 State Route 118
Van Wert, OH 45891

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Oneascent Financial Services LLC Brokerage Details

Total Assets Under Management

$2,610,953,335

OH Average: $1,620,585,161
Total Number of Employees

125

OH Average: 52
Total Number of Accounts

11,150

OH Average: 1,560
Average Account Size

$234,166

OH Average: $1,038,837

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Kadin Cochran Work History

2024 - Present (1 year)

Oneascent Financial Services, LLC

2024 - 2024 (< 1 year)

Florida Financial Advisors, LLC

2023 - 2023 (< 1 year)

North Syracuse Central School District

2022 - 2022 (< 1 year)

Seko Logistics

2021 - 2024 (3 years)

Liberty University

2019 - 2022 (3 years)

Chick-Fil-A

2018 - 2021 (3 years)

Cicero North Syracuse High School

2016 - 2018 (2 years)

North Syracuse Junior High School

2013 - 2016 (3 years)

Gillette Road Middle School

Disclosures

Please visit the SEC profile of Kadin Cochran to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Oneascent Financial Services LLC

Nelson Negron
Birmingham, AL
Caleb Thomas
Crystal Lake, IL
Justin Cramer
Myrtle Beach, SC
Jon Pourchot
Franklin, TN
Stone Evers
Birmingham, AL
Wesley Hodges
Charlotte, NC
Erin Laukhuf
Birmingham, AL
Mark Tevebaugh
Tetonia, ID

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