Best Investors
Account
Sign in
Best Investors
Account
Sign in
Oneamerica Securities, Inc. CRD 4173
$306M regulatory AUM 8,795 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
One American Square, Indianapolis, IN 46282 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-07-20 |
| CA | RA | APPROVED | 2025-07-11 |
| VA | RA | APPROVED | 2024-07-19 |
| IL | RA | APPROVED | 2024-04-08 |
| NV | RA | APPROVED | 2024-01-11 |
| OR | RA | APPROVED | 2022-10-03 |
| AZ | RA | APPROVED | 2021-02-12 |
| TX | RA | APPROVED | 2021-02-10 |
| UT | RA | APPROVED | 2021-02-10 |
Branch Locations
920 W Heritage Park Blvd Suite 110, Layton, UT 84041 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa | Salt Lake City | UT | 12/2006 | 11/2020 |
| Tiaa-Cref Individual & Institutional Services, Llc | Salt Lake City | UT | 12/2006 | 11/2020 |
| American United Life | Layton | UT | 01/2021 | Present |
| Oneamerica Securities | Layton | UT | 02/2021 | Present |
| Unemployed | Bountiful | UT | 12/2020 | 12/2020 |
Non-variable insurance sales (fixed life, fixed annuities)
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2000-11-16 |
Reach out to this advisor