Taylor W Lionberger

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

• 12/2015 → 12/2020
  Ohio National Equity Sales Company
  Cincinnati, OH
• 01/2021 → 05/2022
  Assetmark Financial, Inc.
  Morrow, OH
• 01/2021 → 05/2022
  Assetmark Brokerage, Llc
  Morrow, OH
• 05/2022 → 01/2023
  Betterment, Inc.
  New York, NY
• 01/2023 → Present
  American United Life
  Morrow, OH
• 02/2023 → Present
  Oneamerica Securities
  Morrow, OH

Previous Registrations

• 2021-01-22 → 2022-05-17
  Assetmark, Inc.
  Concord, CA
  Morrow, OH
  Cincinnati, OH
• 2015-12-18 → 2021-01-06
  On Investment Management Co
  Cincinnati, OH
• 2013-11-20 → 2015-12-09
  Pnc Wealth Management Llc
  Cincinnati, OH
  Cold Spring, KY
  Cincinnati, OH
• 2012-05-02 → 2013-11-11
  Strategic Advisers Llc
  Covington, KY

Exams

• S66 Uniform Combined State Law Examination
  2012-05-07
• S63 Uniform Securities Agent State Law Examination
  2011-08-26

Other Names

• Taylor Wells Lionberger