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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 |
|---|---|---|---|
| AK | RA | APPROVED | 2024-04-18 |
| NY | RA | APPROVED | 2021-08-16 |
| HI | RA | APPROVED | 2021-07-06 |
| NJ | RA | APPROVED | 2020-12-04 |
| ID | RA | APPROVED | 2017-05-31 |
Branch Locations
16132 N High Desert St Suite 100, Nampa, ID 83687 • United States
One American Square, Indianapolis, IN 46282 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Oneamerica Securities | Boise | ID | 05/2013 | Present |
| American United Life | Boise | ID | 08/2009 | Present |
Non-variable insurance sales (fixed life, fixed annuities, health)**Agent: Allegis Benefits Group - health insurance and Medicare supplement sales**Board Member: Rise Above Performance and Nutrition
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-05-30 |
| S63 | Uniform Securities Agent State Law Examination | 2013-11-06 |
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