Best Investors
Account
Sign in
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 |
|---|---|---|---|
| AR | RA | APPROVED | 2026-02-10 |
| ND | RA | APPROVED | 2025-12-15 |
| NE | RA | APPROVED | 2025-12-12 |
| DE | RA | APPROVED | 2025-08-18 |
| MN | RA | APPROVED | 2025-07-31 |
| NY | RA | APPROVED | 2024-12-18 |
| KS | RA | APPROVED | 2024-02-29 |
| NJ | RA | APPROVED | 2023-07-18 |
| KY | RA | APPROVED | 2022-06-23 |
| CA | RA | APPROVED | 2022-02-03 |
| ID | RA | APPROVED | 2021-04-29 |
| MI | RA | APPROVED | 2021-02-03 |
| GA | RA | APPROVED | 2021-02-02 |
| PA | RA | APPROVED | 2021-02-02 |
| NC | RA | APPROVED | 2020-11-24 |
| MO | RA | APPROVED | 2020-11-13 |
| FL | RA | APPROVED | 2020-11-12 |
| IN | RA | APPROVED | 2020-11-12 |
| NM | RA | APPROVED | 2019-10-24 |
| WA | RA | APPROVED | 2019-06-27 |
| AZ | RA | APPROVED | 2019-03-07 |
| CO | RA | APPROVED | 2018-07-27 |
| NV | RA | APPROVED | 2017-09-27 |
| TX | RA | APPROVED | 2010-06-10 |
Branch Locations
One American Square, Indianapolis, IN 46282 • United States
4324 Mapleshade Suite 203, Plano, TX 75093 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American United Life | Dallas | TX | 04/2009 | Present |
| Oneamerica Securities | Dallas | TX | 10/2009 | Present |
| Personal Economics Group | Dallas | TX | 04/2009 | Present |
Non-variable insurance sales (fixed life, fixed annuities)**Owner: Acorn Grove, LLC - insurance sales and financial education**Owner: CFA is Life, LLC - rental property
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-06-04 |
| S63 | Uniform Securities Agent State Law Examination | 2009-11-09 |
Reach out to this advisor