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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
GA RA APPROVED 2026-08-07
FL RA APPROVED 2024-12-26
OH RA APPROVED 2022-12-21
TX RA APPROVED_RES 2022-12-21
  • GA RA
    APPROVED
    Since 2026-08-07
  • FL RA
    APPROVED
    Since 2024-12-26
  • OH RA
    APPROVED
    Since 2022-12-21
  • TX RA
    APPROVED_RES
    Since 2022-12-21

Branch Locations

2305 Far Hills Avenue Suite 205, Oakwood, OH 45419 • 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
L. Wesley Boord Dayton OH 03/2000 07/2021
The On Equity Sales Company Cincinnati OH 08/2010 07/2021
Ohio National Financial Services Cincinnati OH 02/2013 12/2022
American United Life Oakwood OH 04/2021 08/2021
Oneamerica Securities Oakwood OH 07/2021 08/2021
The On Equity Sales Company Cincinnati OH 08/2021 12/2022
American United Life Oakwood OH 12/2022 Present
Oneamerica Securities Oakwood OH 12/2022 Present
  • 03/2000 → 07/2021
    L. Wesley Boord
    Dayton, OH
  • 08/2010 → 07/2021
    The On Equity Sales Company
    Cincinnati, OH
  • 02/2013 → 12/2022
    Ohio National Financial Services
    Cincinnati, OH
  • 04/2021 → 08/2021
    American United Life
    Oakwood, OH
  • 07/2021 → 08/2021
    Oneamerica Securities
    Oakwood, OH
  • 08/2021 → 12/2022
    The On Equity Sales Company
    Cincinnati, OH
  • 12/2022 → Present
    American United Life
    Oakwood, OH
  • 12/2022 → Present
    Oneamerica Securities
    Oakwood, OH
Previous Registrations
Other Businesses

Non-variable insurance sales (fixed life, fixed annuities, health)**Owner: Comprehensive Planning Group - financial services**Board Member: Kids In New Directions**Board Member: Day Air Credit Union**Founder/Senior Pastor: The Engrafted Word Family Church**Board Member: Centerville Rotary Club

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-12-20
S63 Uniform Securities Agent State Law Examination 2010-12-22
  • S65 Uniform Investment Adviser Law Examination
    2024-12-20
  • S63 Uniform Securities Agent State Law Examination
    2010-12-22
Other Names
  • Brian Keith Hayes

View on SEC IAPD

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