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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
UT RA APPROVED 2025-04-15
ID RA APPROVED 2025-04-14
  • UT RA
    APPROVED
    Since 2025-04-15
  • ID RA
    APPROVED
    Since 2025-04-14

Branch Locations

One American Square, Indianapolis, IN 46282 • United States

275 South 5Th Avenue Suite 110, Pocatello, ID 83201 • 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
American United Life Pocatello ID 04/2024 Present
Oneamerica Securities Pocatello ID 04/2025 Present
Rise Marketing Provo UT 01/2016 09/2021
Solq Logan UT 10/2021 09/2023
Gwd Marketing Llc Lava Hot Springs ID 09/2023 03/2025
  • 04/2024 → Present
    American United Life
    Pocatello, ID
  • 04/2025 → Present
    Oneamerica Securities
    Pocatello, ID
  • 01/2016 → 09/2021
    Rise Marketing
    Provo, UT
  • 10/2021 → 09/2023
    Solq
    Logan, UT
  • 09/2023 → 03/2025
    Gwd Marketing Llc
    Lava Hot Springs, ID
Other Businesses

Non-variable insurance sales (fixed life, fixed annuities, health)**Owner/Operator: GWD Marketing LLC-Medicare/Health Insurance**Owner/Manager: GWD Holdings LLC-Real Estate Rental

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2025-07-15
S65 Uniform Investment Adviser Law Examination 2025-03-12
  • S63 Uniform Securities Agent State Law Examination
    2025-07-15
  • S65 Uniform Investment Adviser Law Examination
    2025-03-12

View on SEC IAPD

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