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Faustino Theodore Munoz

Investment Adviser Representative at Oneascent Wealth Management

Pensacola, FLCRD #7458499Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
4 yrs
Exams Passed
3

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Faustino Theodore Munoz is an investment adviser representative with Oneascent Wealth Management in Pensacola, FL, where they have been registered since 2024. They have worked in the securities industry since 2022 and were previously registered with Thrivent Investment Management Inc. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Florida.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Florida

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 4/21/2022
Series 7
General Securities Representative Examination
Passed 3/31/2022
SIE
Securities Industry Essentials Examination
Passed 3/5/2022

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Oneascent Wealth ManagementCurrent
4/24/2024 – Pensacola, FL
Thrivent Investment Management Inc.
4/22/2022 – 4/18/2024Saint Louis, MO

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Concordia University Chicago
    Aug 2014 – May 2018River Forest, IL
  2. Olive Garden
    Oct 2015 – Jun 2017Melrose Park, IL
  3. Bethany Lutheran Church
    Jun 2017 – Jun 2018Long Beach, CA
  4. Faith Lutheran Church
    Jul 2018 – Feb 2022Saint Louis, MO
  5. Thrivent Investment Management Inc
    Feb 2022 – Apr 2024St Louis, MO
  6. Thrivent Financial
    Mar 2022 – Aug 2022Appleton, WI
  7. Thrivent Financial
    Aug 2022 – Apr 2024Appleton, WI
  8. OneAscent Wealth Management LLC
    Apr 2024 – no end date reportedBirmingham, AL

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Oneascent Wealth Management

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 PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Businesses and InstitutionsSelection of Other Advisers

Client types the firm serves

IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsCorporations

Firm assets under management

$100M–$500M

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
12
Offices listed on AdvisorFinder:
6
Main office:
Birmingham, AL
SEC file number:
801-118682

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of August 14, 2026

View full firm profile

Other advisors at Oneascent Wealth Management

11 other advisors in the directory

View Oneascent Wealth Management firm profile

Similar advisors in Pensacola, FL

Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Faustino Theodore Munoz 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.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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