Michael A Epps

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2016 → 07/2018
  Securian Financial Services, Inc.
  St. Paul, MN
• 08/2016 → 07/2018
  Minnesota Life Insurance Co.
  St. Paul, MN
• 08/2016 → 07/2018
  Securian Capital Of The Chesapeake
  Towson, MD
• 06/2013 → 06/2022
  Fiscal Vision Finance
  Bowie, MD
• 11/2018 → 06/2022
  Mml Investors Services
  Greenbelt, MD
• 07/2018 → 06/2022
  Massmutual
  Greenbelt, MD
• 06/2022 → Present
  American United Life
  Greenbelt, MD
• 06/2022 → Present
  Oneamerica Securities
  Greenbelt, MD

Previous Registrations

• 2020-03-24 → 2022-06-10
  Mml Investors Services, Llc
  Greenbelt, MD
• 2015-12-15 → 2016-08-17
  First Command Advisory Services
  Fort Worth, TX
• 2011-12-14 → 2015-12-15
  First Command Brokerage Services, Inc.
  Annapolis, MD

Other Businesses

Non-variable insurance sales (fixed life, fixed annuities, health)**Owner/ President: M.A. Epps and Associates-Financial**Accountant: Fiscal Vision Finance-DBA Sole Proprietor**Board Member: Zeta Chi Sigma Chapter of Phi Beta Sigma

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-02-24
• S63 Uniform Securities Agent State Law Examination
  2010-12-22

Designations

• Chartered Financial Consultant

Other Names

• Michael Andy Epps