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Oneamerica Securities, Inc. CRD 4173
$306M regulatory AUM 8,795 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
One American Square, Indianapolis, IN 46282 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-08-27 |
| CA | RA | APPROVED | 2025-06-12 |
Branch Locations
One American Square, Indianapolis, IN 46282 • United States
5857 Owens Ave Suite 300, Carlsbad, CA 92008 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Veterans United Home Loans | San Diego | CA | 11/2014 | 03/2020 |
| Mortgageone, Inc. | San Diego | CA | 04/2020 | 07/2024 |
| American United Life | Carlsbad | CA | 04/2025 | Present |
| Oneamerica Securities | Carlsbad | CA | 05/2025 | Present |
| Unemployed | San Diego | CA | 08/2024 | 03/2025 |
Non-variable insurance sales (fixed life, fixed annuities)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-06-11 |
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