ONE LIFE FINANCIAL GROUP, INC.

ONE LIFE FINANCIAL GROUP, INC. is an SEC-registered investment adviser (CRD 281792). Regulatory assets under management: $118.0M.

Registration

• CRD: 281792
• SEC file number: 801-136206
• Type: Registered investment adviser
• Phone: 763-251-8040
• Latest filing: 2026-04-27
• Regulatory AUM: $118.0M
• Discretionary AUM: $118.0M
• Clients: 6
• Accounts: 588

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 281792 on SEC IAPD (source of record)
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