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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
GA RA APPROVED 2026-01-23
  • GA RA
    APPROVED
    Since 2026-01-23

Branch Locations

One American Square, Indianapolis, IN 46282 • United States

Stone Mountain, GA • 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
Transamerica Financial Advisors, Inc Atlanta GA 10/2017 03/2022
Western And Southern Life Peachtree Corners GA 12/2015 10/2017
Tan Tucker GA 09/2017 03/2022
Modern Woodmen Of America Rock Island IL 03/2022 02/2025
Mwa Financial Services Rock Island IL 03/2022 02/2025
Assurance Archdale NC 01/2025 01/2026
American United Life Stone Mountain GA 12/2025 Present
Oneamerica Securities Stone Mountain GA 01/2026 Present
  • 10/2017 → 03/2022
    Transamerica Financial Advisors, Inc
    Atlanta, GA
  • 12/2015 → 10/2017
    Western And Southern Life
    Peachtree Corners, GA
  • 09/2017 → 03/2022
    Tan
    Tucker, GA
  • 03/2022 → 02/2025
    Modern Woodmen Of America
    Rock Island, IL
  • 03/2022 → 02/2025
    Mwa Financial Services
    Rock Island, IL
  • 01/2025 → 01/2026
    Assurance
    Archdale, NC
  • 12/2025 → Present
    American United Life
    Stone Mountain, GA
  • 01/2026 → Present
    Oneamerica Securities
    Stone Mountain, GA
Previous Registrations
  • 2022-03-29 → 2025-02-13
    Rock Island, IL
    Dacatur, GA
    Stone Mountain, GA
  • 2017-10-25 → 2022-03-18
    Johns Creek, GA
    Atlanta, GA
    Tucker, GA
    American Fork, UT
  • 2015-03-05 → 2016-01-09
    Osaic Services, Inc.
    Scottsdale, AZ
    Tucker, GA
  • 2004-09-08 → 2005-12-13
    Cetera Advisors Llc
    Stone Mountain, GA
Other Businesses

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

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2000-10-19
  • S63 Uniform Securities Agent State Law Examination
    2000-10-19
Designations
  • Chartered Financial Consultant

View on SEC IAPD

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