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Jeffrey Allen Verbeke

Oneamerica Securities, Inc.

Appleton, WI

Indianapolis, IN

CRD 5328396

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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
WI RA APPROVED 2025-01-02
  • WI RA
    APPROVED
    Since 2025-01-02

Branch Locations

Appleton, WI • 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
American United Life Appleton UT 04/2007 Present
Oneamerica Securities, Inc Appleton WI 08/2007 Present
Other Businesses

Non-variable insurance sales (fixed life, fixed annuities, health, P&C)

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-11-16
S63 Uniform Securities Agent State Law Examination 2007-08-20
  • S65 Uniform Investment Adviser Law Examination
    2015-11-16
  • S63 Uniform Securities Agent State Law Examination
    2007-08-20

View on SEC IAPD

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