Nathan K Mccardell

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2016 → 10/2018
  Guardian Life Ins
  Boca Raton, FL
• 06/2016 → 10/2018
  Park Avenue Securities
  Boca Raton, FL
• 10/2018 → 10/2020
  Pruco Securities, Llc
  Tampa, FL
• 10/2018 → 10/2020
  The Prudential Insurance Company Of America
  Tampa, FL
• 11/2021 → 05/2022
  Cuna Mutual Group
  Waverly, IA
• 11/2021 → 12/2022
  Suncoast Credit Union
  Tampa, FL
• 10/2020 → 08/2021
  Lifetime Financial Growth
  Cincinnati, OH
• 08/2021 → 11/2021
  Unemployed
  Tampa, FL
• 05/2022 → 01/2023
  Lpl Financial Llc
  Tampa, FL
• 01/2023 → Present
  American United Life
  Land O Lakes, FL
• 02/2023 → Present
  Oneamerica Securities
  Land O Lakes, FL

Previous Registrations

• 2022-05-19 → 2023-02-13
  Lpl Financial Llc
  Tampa, FL
• 2018-12-21 → 2020-10-12
  Pruco Securities, Llc.
  Tampa, FL
• 2016-06-13 → 2018-10-19
  Park Avenue Securities Llc
  Boca Raton, FL
• 2014-10-02 → 2016-01-11
  Osaic Services, Inc.
  Downers Grove, IL
  Downers Grove, IL
  Phoenix, AZ
• 2009-05-01 → 2014-05-13
  Pruco Securities, Llc.
  Wauwatosa, WI

Other Businesses

Non-variable insurance sales (fixed life, fixed annuities)

Exams

• S65 Uniform Investment Adviser Law Examination
  2009-04-29
• S63 Uniform Securities Agent State Law Examination
  2006-11-29

Other Names

• Nathan Mccardell
• Nathan Kieth Mccardell
• Nathan Keith Mccardell
• Nathan K Mccardell