John William Broyles

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

• 04/2014 → 02/2017
  Van Hulzen Asset Management
  El Dorado Hills, CA
• 02/2017 → Present
  American United Life
  Bozeman, MT
• 02/2017 → Present
  Oneamerica Securities
  Bozeman, MT

Previous Registrations

• 2014-09-09 → 2017-03-12
  Van Hulzen Financial Advisors
  El Dorado Hills, CA
• 2012-01-05 → 2014-03-13
  Oneamerica Securities, Inc.
  Indianapolis, IN

Exams

• S63 Uniform Securities Agent State Law Examination
  2024-08-06
• S66 Uniform Combined State Law Examination
  2011-05-12

Designations

• Certified Financial Planner

Other Names

• John Broyles