← Tributary

ONE LIFE FINANCIAL GROUP, INC.

· CRD 281792 · IAPD ↗ · onelifefg.com · 763-251-8040

$118.0MRegulatory AUM
3Advisory reps
6Employees
2Clients
101-250Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
June 2026 — ONE LIFE FINANCIAL GROUP, INC. (location n/a) is newly SEC-registered with $118.0M RAUM and 3 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.