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Mark Lewis Anderson

Oneamerica Securities, Inc.

Corona, CA

Indianapolis, IN

CRD 3064033

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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
MI RA APPROVED 2025-10-30
CA RA APPROVED 2025-01-01
CO RA APPROVED 2025-01-01
KS RA APPROVED 2021-11-23
UT RA APPROVED 2021-05-21
  • MI RA
    APPROVED
    Since 2025-10-30
  • CA RA
    APPROVED
    Since 2025-01-01
  • CO RA
    APPROVED
    Since 2025-01-01
  • KS RA
    APPROVED
    Since 2021-11-23
  • UT RA
    APPROVED
    Since 2021-05-21

Branch Locations

4160 Temescal Canyon Rd Suite 314C, Corona, CA 92883 • United States

One American Square, Indianapolis, IN 46282 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
American United Life Corona CA 08/2009 Present
Oneamerica Securities Corona CA 10/2009 Present
  • 08/2009 → Present
    American United Life
    Corona, CA
  • 10/2009 → Present
    Oneamerica Securities
    Corona, CA
Previous Registrations
  • 2007-09-14 → 2009-10-29
    Insphere Securities, Inc.
    Mission Viejo, CA
    Corona, CA
    Poway, CA
    Upland, CA
    Whittier, CA
    Moreno, CA
    Winchester, CA
    San Pedro, CA
    Arcadia, CA
    Salt Lake City, UT
  • 2006-09-11 → 2007-09-14
    Allegis Advisors, Inc.
    Salt Lake City, UT
  • 2000-04-11 → 2006-05-24
    Corona, CA
Other Businesses

NON-VARIABLE INSURANCE SALES (FIXED LIFE, FIXED ANNUITIES, HEALTH)**OWNER: RENTAL PROPERTY - PASSIVE INCOME FROM RENT**OWNER: TEAM FINANCIAL PARTNERS, LLC - INSURANCE AGENCY

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-11-24
S63 Uniform Securities Agent State Law Examination 1998-07-24
  • S65 Uniform Investment Adviser Law Examination
    1999-11-24
  • S63 Uniform Securities Agent State Law Examination
    1998-07-24

View on SEC IAPD

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