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Oneamerica Securities, Inc. CRD 4173
$306M regulatory AUM 8,795 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
One American Square, Indianapolis, IN 46282 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| 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 |
Branch Locations
2305 Far Hills Avenue Suite 205, Oakwood, OH 45419 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-12-20 |
| S63 | Uniform Securities Agent State Law Examination | 2010-12-22 |
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