One-Up Financial

CRD 333778 · Erie, PA · $107.5M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 333778
SEC number: 801-136342
Firm type: RIA
Assets under management: $107.5M as of May 5, 2026
Website: www.oneupfinancial.com ↗
Phone: 814-325-2699
Address: 1545 West 38th Street, Erie, PA, 16508

Advisors at this firm

9 in our index · page 1 of 1

Janel Marie BonsellCRD 8010226 · Erie, PA

IA Registered
Peter Matthew EaglenCRD 8010224 · Erie, PA

IA Registered
Dennis W. GrowCRD 8010227 · Erie, PA

IA Registered
David J. HerbeCRD 8009191 · Erie, PA

IA Registered
David HerbeCRD 8011338 · Erie, PA

IA Registered
Charles George KnightCRD 8011349 · Erie, PA

IA Registered
Matthew John MinnaughCRD 8010225 · Erie, PA

IA Registered
Eric Jeffrey PresognaCRD 7027100 · Erie, PA

IA Registered
Daniel Edward SloppyCRD 8010103 · Erie, PA

IA Registered

Source & corrections

Where this page comes from

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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.