John E Schwaikert

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/1995 → 12/2016
  Fortis Investors, Inc.
  Lakeville, CT
• 11/2016 → Present
  American United Life
  Winsted, CT
• 01/2017 → Present
  Oneamerica Securities
  Winsted, CT
• 05/1998 → 01/2017
  John E Schwaikert, Cfp
  Winsted, CT

Other Businesses

Non-variable insurance sales (fixed life, fixed annuities, health, P&C)**Owner: MATRIX Financial Services, Inc. - fixed life and health insurance sales**Owner: IRS Registered Tax Preparer**Owner: John Schwaikert, CFP - budget preparation, accumulation & distribution planning, college planning

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-06-27
• S63 Uniform Securities Agent State Law Examination
  1992-06-08

Designations

• Certified Financial Planner

Other Names

• Jes Schwaikert
• John Evan Schwaikert