Timothy M Martin

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

• 07/2012 → 06/2017
  Monte De Oro Winery & Vineyards
  Temecula, CA
• 06/2017 → 03/2020
  Robert Renzoni Vineyards
  Temecula, CA
• 07/2018 → 01/2021
  Nordstrom
  San Diego, CA
• 07/2020 → Present
  American United Life
  Carlsbad, CA
• 04/2021 → Present
  Oneamerica Securities
  Carlsbad, CA

Other Businesses

Non-variable insurance sales (fixed life, fixed annuities)**Participant Advisor: Encore Wealth Partners - Financial Services

Exams

• S66 Uniform Combined State Law Examination
  2022-06-01

Other Names

• Timothy Michael Martin