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Charles Stephen Williams

Oneamerica Securities, Inc.

Merrillville, IN

Indianapolis, IN

CRD 1890430

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Employer firm

Oneamerica Securities, Inc. CRD 4173

$306M regulatory AUM 8,795 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Oneamerica Securities, Inc.

One American Square, Indianapolis, IN 46282 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2021-06-17
  • IL RA
    APPROVED
    Since 2021-06-17

Branch Locations

200 West 84Th Drive, Suite B, Merrillville, IN 46410 • United States

One American Square, Indianapolis, IN 46282 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
American United Life Lake Bluff IL 09/2013 Present
Oneamerica Securities Lake Bluff IL 09/2013 Present
  • 09/2013 → Present
    American United Life
    Lake Bluff, IL
  • 09/2013 → Present
    Oneamerica Securities
    Lake Bluff, IL
Previous Registrations
Other Businesses

Non-variable insurance sales (fixed life, fixed annuities, health)**Owner: Rental property, Chicago, IL

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1991-12-09
  • S63 Uniform Securities Agent State Law Examination
    1991-12-09
Designations
  • Chartered Financial Consultant

View on SEC IAPD

Nearby Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
GLOBAL ASSETS ADVISORY, LLC
GEHRIG CAPITAL MANAGEMENT, INC.

Nearby Investors

RONDA L SCANLON
ALEXANDER A KOLEFF
JOHN J BRECKENRIDGE

Nearby Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · MERRILLVILLE, IN
GLOBAL ASSETS ADVISORY, LLC · MERRILLVILLE, IN
GEHRIG CAPITAL MANAGEMENT, INC. · MERRILLVILLE, IN

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