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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
MT RA APPROVED 2022-06-14
PA RA APPROVED 2009-04-07
  • MT RA
    APPROVED
    Since 2022-06-14
  • PA RA
    APPROVED
    Since 2009-04-07

Branch Locations

Middletown, PA • 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
Oneamerica Securities, Inc Indianapolis IN 11/1997 Present
American United Life Insurance Company Indianapolis IN 11/1997 Present
  • 11/1997 → Present
    Indianapolis, IN
  • 11/1997 → Present
    American United Life Insurance Company
    Indianapolis, IN
Other Businesses

Non-Variable Insurance Sales (fixed life, fixed annuities, health)**Board Member: Midtown Area Track and Field Booster Club

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1997-12-21
  • S63 Uniform Securities Agent State Law Examination
    1997-12-21
Designations
  • Certified Financial Planner
Other Names
  • Tami Lyn Noll
  • Tami Lyn Noll

View on SEC IAPD

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