David Michael Smith

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

• 11/2014 → 09/2024
  Elevage Partners, Llc
  San Diego, CA
• 02/2025 → Present
  American United Life
  Dayton, NV
• 06/2025 → Present
  Oneamerica Securities
  Dayton, NV
• 10/2024 → 05/2025
  Magellan Federal, Inc.
  Arlington, VA

Previous Registrations

• 2017-01-27 → 2024-10-25
  Elevage Partners, Llc
  Reno, NV
  Eagle Mountain, UT
  Show Low, AZ
  Dayton, NV
• 2014-11-25 → 2016-12-31
  Elevage Partners, Llc
  San Diego, CA
  Reno, NV
• 2013-07-01 → 2014-12-08
  Total Wealth Management Inc.
  San Diego, CA

Other Businesses

Non-variable insurance sales (fixed life, fixed annuities)

Exams

• S63 Uniform Securities Agent State Law Examination
  2026-08-12
• S65 Uniform Investment Adviser Law Examination
  2013-06-28

Designations

• Certified Financial Planner