Inactive

Richard D Mcdonald

Oneamerica Securities, Inc.

Indianapolis, IN

CRD 8225147

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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

Authority	Category	Status	Date
AL	RA	APPROVED	2026-07-02
NC	RA	APPROVED	2026-03-10
TX	RA	APPROVED	2026-03-10
FL	RA	APPROVED	2026-03-06

AL RA
APPROVED

Since 2026-07-02
NC RA
APPROVED

Since 2026-03-10
TX RA
APPROVED

Since 2026-03-10
FL RA
APPROVED

Since 2026-03-06

Branch Locations

17953 Hunting Bow Circle Suite 101, Lutz, FL 33558 • United States

One American Square, Indianapolis, IN 46282 • 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

Organization	City	State	From	To
Liberty Mutual Insurance	Austin	TX	08/2014	12/2023
American United Life	Lutz	FL	09/2023	Present
Oneamerica Securities	Lutz	FL	02/2026	Present

08/2014 → 12/2023

Liberty Mutual Insurance

Austin, TX
09/2023 → Present

American United Life

Lutz, FL
02/2026 → Present

Oneamerica Securities

Lutz, FL

Other Businesses

Non-variable insurance sales (fixed life, fixed annuities)**Actor: Rich McDonald-Screen Acting

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2026-01-14

S65 Uniform Investment Adviser Law Examination

2026-01-14

Other Names

Richard Douglas Mcdonald
Richard Mcdonald

View on SEC IAPD

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