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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
CO RA APPROVED 2026-05-12
WI RA APPROVED 2025-09-30
IL RA APPROVED 2025-09-19
  • CO RA
    APPROVED
    Since 2026-05-12
  • WI RA
    APPROVED
    Since 2025-09-30
  • IL RA
    APPROVED
    Since 2025-09-19

Branch Locations

One American Square, Indianapolis, IN 46282 • United States

1973 Ohio Street, Lisle, IL 60532 • 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 Lisle IL 11/2024 Present
Oneamerica Securities Lisle IL 09/2025 Present
Aurelio's Pizza Woodridge IL 05/2019 12/2023
Sky High Sports Naperville IL 07/2018 07/2019
Illinois State University Bloomington-Normal IL 08/2022 05/2024
College Of Dupage Glen Ellyn IL 08/2019 07/2022
Lisle High School Lisle IL 08/2015 07/2019
Unemployed Lisle IL 06/2024 10/2024
  • 11/2024 → Present
    American United Life
    Lisle, IL
  • 09/2025 → Present
    Oneamerica Securities
    Lisle, IL
  • 05/2019 → 12/2023
    Aurelio's Pizza
    Woodridge, IL
  • 07/2018 → 07/2019
    Sky High Sports
    Naperville, IL
  • 08/2022 → 05/2024
    Illinois State University
    Bloomington-Normal, IL
  • 08/2019 → 07/2022
    College Of Dupage
    Glen Ellyn, IL
  • 08/2015 → 07/2019
    Lisle High School
    Lisle, IL
  • 06/2024 → 10/2024
    Unemployed
    Lisle, IL
Other Businesses

Non-variable insurance sales (fixed life, fixed annuities)**Co-Owner: Cart Chock LLC - Business Startup

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2025-12-23
S65 Uniform Investment Adviser Law Examination 2025-08-19
  • S63 Uniform Securities Agent State Law Examination
    2025-12-23
  • S65 Uniform Investment Adviser Law Examination
    2025-08-19
Other Names
  • Jake Kevin Fox

View on SEC IAPD

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