Georgene Collins

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

• 01/2017 → Present
  American United Life
  Merrillville, IN
• 11/2021 → Present
  Oneamerica Securities
  Merrillville, IN
• 09/2010 → Present
  Cis, Inc.
  Crown Point, IN
• 10/2013 → 01/2017
  Vibra Hospital Of Nwi
  Crown Point, IN
• 10/2016 → 08/2018
  Re/Max Pace Realty
  Crown Point, IN
• 05/2017 → Present
  Collins & Sons, Inc.
  Crown Point, IN
• 08/2018 → Present
  Collins Realty Group, Inc.
  Crown Point, IN
• 05/2013 → Present
  Optavia
  Philadelphia, PA
• 05/2016 → 10/2016
  Mccolly Real Estate
  Schererville, IN

Other Businesses

Non-variable insurance sales (fixed life, fixed annuities, health, P&C)**Owner: Collins Realty Group, Inc.-real estate brokerage**Co-Owner: CIS, Inc-CIS Inc. (IT services, publishing); CIS Inc. DBA Simple Finances (Business Advisor Services); CIS Inc. DBA Simple Finances for Taxes (Enrolled Agent, Tax Prep, Problem Resolution, Advisory Services); CIS Inc. DBA Simple Finances Bookkeeping**Sales/Independent Contractor: Optavia - weight loss products**Owner: Collins and Sons, Inc. - general contracting**Board Member: Airey Foundation

Exams

• S63 Uniform Securities Agent State Law Examination
  2023-04-21
• S65 Uniform Investment Adviser Law Examination
  2022-03-01