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Isaac Christopher Shepherd

Oneamerica Securities, Inc.

Eaton, OH

Indianapolis, IN

CRD 4995792

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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
OH RA APPROVED 2013-06-24
  • OH RA
    APPROVED
    Since 2013-06-24

Branch Locations

101 N Barron Street, Eaton, OH 45320 • 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
OrganizationCityStateFromTo
American United Life Eaton OH 08/2008 Present
Oneamerica Securities Eaton OH 08/2008 Present
  • 08/2008 → Present
    American United Life
    Eaton, OH
  • 08/2008 → Present
    Oneamerica Securities
    Eaton, OH
Other Businesses

NON-VARIABLE INSURANCE SALES (FIXED LIFE, FIXED ANNUITIES, HEALTH)**OWNER: ATLASTA FARM - FARMING, AGRICULTURE, RENTAL HOUSE**OWNER: HERITAGEPOINT FINANCIAL GROUP - INSURANCE AGENCY**BOARD MEMBER - COMMUNITY OF FAITH CHURCH

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2007-04-04
  • S63 Uniform Securities Agent State Law Examination
    2007-04-04

View on SEC IAPD

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