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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 |
|---|---|---|---|
| AZ | RA | APPROVED | 2019-04-05 |
| NV | RA | APPROVED | 2013-02-06 |
| CA | RA | APPROVED | 2007-02-08 |
Branch Locations
One American Square, Indianapolis, IN 46282 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American United Life | Fresno | CA | 10/2002 | Present |
| Oneamerica Securities, Inc | Fresno | CA | 11/2003 | Present |
Non-variable insurance sales (fixed life, fixed annuities, health)**Co-Owner: Rental real estate and land purchases/sales**Member: Kings Credit Services Board Of Directors
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-03-19 |
| S63 | Uniform Securities Agent State Law Examination | 2003-04-04 |
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