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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
PA RA APPROVED 2026-05-26
GA RA APPROVED 2025-02-25
WA RA APPROVED 2024-11-12
LA RA APPROVED 2021-06-15
TX RA APPROVED_RES 2021-05-13
MI RA APPROVED 2020-08-20
AL RA APPROVED 2020-07-09
SD RA APPROVED 2020-07-02
FL RA APPROVED 2020-06-24
  • PA RA
    APPROVED
    Since 2026-05-26
  • GA RA
    APPROVED
    Since 2025-02-25
  • WA RA
    APPROVED
    Since 2024-11-12
  • LA RA
    APPROVED
    Since 2021-06-15
  • TX RA
    APPROVED_RES
    Since 2021-05-13
  • MI RA
    APPROVED
    Since 2020-08-20
  • AL RA
    APPROVED
    Since 2020-07-09
  • SD RA
    APPROVED
    Since 2020-07-02
  • FL RA
    APPROVED
    Since 2020-06-24

Branch Locations

One American Square, Indianapolis, IN 46282 • United States

11 Racetrack Rd Ne Suite D2, Fort Walton Beach, FL 32547 • 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
Metlife Securities Inc. Fort Walton FL 10/1993 03/2017
Metropolitan Life Insurance Company Fort Walton Beach FL 10/1993 06/2020
Mml Investors Services, Llc Shalimar FL 03/2017 06/2020
American United Life Fort Walton Beach FL 08/2019 Present
Oneamerica Securities Fort Walton Beach FL 06/2020 Present
  • 10/1993 → 03/2017
    Metlife Securities Inc.
    Fort Walton, FL
  • 10/1993 → 06/2020
    Metropolitan Life Insurance Company
    Fort Walton Beach, FL
  • 03/2017 → 06/2020
    Shalimar, FL
  • 08/2019 → Present
    American United Life
    Fort Walton Beach, FL
  • 06/2020 → Present
    Oneamerica Securities
    Fort Walton Beach, FL
Previous Registrations
  • 2017-03-25 → 2020-06-04
    Shalimar, FL
  • 1994-05-18 → 2017-03-25
    Msi Financial Services, Inc.
    Shalimar, FL
    Shalimar, FL
Other Businesses

Non-variable insurance sales (fixed life, fixed annuities)**Farmer: Self Employed Farmer

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2000-01-28
  • S63 Uniform Securities Agent State Law Examination
    2000-01-28

View on SEC IAPD

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