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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 |
|---|---|---|---|
| ID | RA | APPROVED | 2017-06-21 |
| OR | RA | APPROVED | 2014-01-29 |
Branch Locations
One American Square, Indianapolis, IN 46282 • United States
Rigby, ID • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Beneficial Financial Group | Salt Lake City | UT | 07/2008 | Present |
| American United Life | Vancouver | WA | 06/2010 | Present |
| Oneamerica Securities | Vancouver | WA | 06/2010 | Present |
NON-VARIABLE INSURANCE SALES (FIXED LIFE, FIXED ANNUITIES)
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-01-28 |
| S63 | Uniform Securities Agent State Law Examination | 2009-04-01 |
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