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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
WA RA APPROVED 2026-06-08
  • WA RA
    APPROVED
    Since 2026-06-08

Branch Locations

One American Square, Indianapolis, IN 46282 • United States

Spokane Valley, WA • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Nylife Securities, Llc Spokane WA 06/2021 05/2025
New York Life Insurance Co. Spokane WA 03/2020 05/2025
Unemployed Spokane Valley WA 02/2020 03/2020
Daniel Rehwaldt Nine Mile Falls WA 10/2019 02/2020
Earth Stone Landscaping And Development Spokane Valley WA 06/2019 09/2019
Fred Meyer Spokane Valley WA 10/2018 06/2019
Unemployed Spokane Valley WA 08/2018 09/2018
Muv Fitness Spokane Valley WA 09/2014 07/2018
American United Life Spokane Valley WA 05/2025 Present
Oneamerica Securities Spokane Valley WA 06/2025 Present
  • 06/2021 → 05/2025
    Nylife Securities, Llc
    Spokane, WA
  • 03/2020 → 05/2025
    New York Life Insurance Co.
    Spokane, WA
  • 02/2020 → 03/2020
    Unemployed
    Spokane Valley, WA
  • 10/2019 → 02/2020
    Daniel Rehwaldt
    Nine Mile Falls, WA
  • 06/2019 → 09/2019
    Earth Stone Landscaping And Development
    Spokane Valley, WA
  • 10/2018 → 06/2019
    Fred Meyer
    Spokane Valley, WA
  • 08/2018 → 09/2018
    Unemployed
    Spokane Valley, WA
  • 09/2014 → 07/2018
    Muv Fitness
    Spokane Valley, WA
  • 05/2025 → Present
    American United Life
    Spokane Valley, WA
  • 06/2025 → Present
    Oneamerica Securities
    Spokane Valley, WA
Other Businesses

Non-variable insurance sales (fixed life, fixed annuities)**Owner/Landlord: Real Estate-Rental Property

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-06-02
S63 Uniform Securities Agent State Law Examination 2021-12-06
  • S65 Uniform Investment Adviser Law Examination
    2026-06-02
  • S63 Uniform Securities Agent State Law Examination
    2021-12-06
Other Names
  • Jake Lane Hardin

View on SEC IAPD

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