Justin David Strunk

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

• 09/2016 → Present
  Helm Financial Services
  Bountiful, UT
• 03/2016 → Present
  American United Life
  Layton, UT
• 08/2016 → 12/2020
  Oneamerica Securities
  Cottonwood Heights, UT
• 12/2020 → 01/2021
  Townsquare Capital
  Provo, UT
• 01/2021 → 12/2023
  Ars Investment Advisors, Inc.
  Bountiful, UT
• 01/2010 → Present
  Apex Technology Strategies
  West Jordan, UT
• 01/2024 → Present
  Oneamerica Securities
  Layton, UT

Previous Registrations

• 2021-01-19 → 2024-01-02
  Ars Investment Advisors, Inc.
  Bountiful, UT
  Kaysville, UT
• 2020-12-15 → 2021-01-12
  Townsquare Capital, Llc
  Lehi, UT
  Bountiful, UT
• 2016-09-15 → 2020-12-17
  Oneamerica Securities, Inc.
  Cottonwood Heights, UT
  Salt Lake City, UT
  Cottonwood Heights, UT
  Cottonwood Heights, UT
  Indianapolis, IN

Other Businesses

Non-variable insurance sales (fixed life, fixed annuities, health)**IT Consultant: Apex Technology Strategies**Board Member: Silver Pine Townhomes Homeowners' Association****Owner: Helm Financial Services, Inc - financial services

Exams

• S63 Uniform Securities Agent State Law Examination
  2019-02-22
• S65 Uniform Investment Adviser Law Examination
  2016-08-27