David Timothy Bresnahan
Investment Adviser Representative at Oneascent Financial Services LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
David Timothy Bresnahan is an investment adviser representative with Oneascent Financial Services LLC in Bluffton, IN, where they have been registered since 2026. They have worked in the securities industry since 2025 and were previously registered with CX Institutional, LLC. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Indiana.
Registrations & licenses
- Investment adviser:
- Indiana
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Leo Junior/Senior High SchoolAug 2016 – May 2020Leo, IN
- Arby'sJun 2017 – Jun 2019Fort Wayne, IN
- Home Guard Industries, IncJun 2019 – Aug 2019Grabill, IN
- L3Harris TechnologiesSep 2019 – Dec 2019Fort Wayne, IN
- Buffalo Wild WingsSep 2019 – Jan 2020Auburn, IN
- N/aMay 2020 – Aug 2020Leo, IN
- Purdue University Fort WayneAug 2020 – May 2024Fort Wayne, IN
- Northeast Indiana Regional PartnershipAug 2022 – Aug 2023Fort Wayne, IN
- Community State BankAug 2023 – May 2024Auburn, IN
- Community State BankMay 2024 – Oct 2024Auburn, IN
- CX Institutional, LLCOct 2024 – Apr 2026Auburn, IN
- OneAscent Financial Solutions, LLCApr 2026 – no end date reportedBirmingham, AL
Official records & sources
Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Oneascent Financial Services LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Financial planning, wealth management, retirement planning, tax planning, legacy planning, and insurance and risk management. The firm also offers business exit planning and employer retirement plans.
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 78
- Offices listed on AdvisorFinder:
- 23
- Main office:
- Birmingham, AL
- SEC file number:
- 801-108265
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of August 14, 2026
View full firm profileOther advisors at Oneascent Financial Services LLC
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. David Timothy Bresnahan has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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