Patrick Stap

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

• 06/2021 → 07/2022
  Citizens Bank
  Concord, NH
• 06/2020 → 06/2021
  Riverbend Community Mental Health Center
  Concord, NH
• 01/2018 → 05/2020
  Howard Center
  Burlington, VT
• 07/2022 → 08/2022
  Northwestern Mutual Life Insurance Company
  Milwaukee, WI
• 08/2022 → 08/2022
  Northwestern Mutual Investment Services Llc
  Manchester, NH
• 04/2014 → 12/2017
  Saint Michael's College
  Colchester, VT
• 09/2022 → 03/2024
  Aaa Northeast
  Salem, NH
• 04/2024 → Present
  American United Life
  Wellesley, MA
• 04/2024 → Present
  Oneamerica Securities
  Wellesley, MA

Other Businesses

Non-variable insurance sales (fixed life, fixed annuities, health, P&C)**Broker: Benefits Advisor Group-Voluntary and Group Employee Benefits**Tax Preparer: H&R Block

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-08-20
• S63 Uniform Securities Agent State Law Examination
  2022-08-19

Other Names

• Patrick J Stap