Best Investors Account Sign in
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:

Current Employers
Oneamerica Securities, Inc.

One American Square, Indianapolis, IN 46282 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-02-11
AZ RA APPROVED 2024-10-04
TX RA APPROVED 2024-10-03
UT RA APPROVED 2023-09-20
WA RA APPROVED 2023-09-07
ID RA APPROVED 2023-05-23
  • CA RA
    APPROVED
    Since 2026-02-11
  • AZ RA
    APPROVED
    Since 2024-10-04
  • TX RA
    APPROVED
    Since 2024-10-03
  • UT RA
    APPROVED
    Since 2023-09-20
  • WA RA
    APPROVED
    Since 2023-09-07
  • ID RA
    APPROVED
    Since 2023-05-23

Branch Locations

One American Square, Indianapolis, IN 46282 • United States

16132 N High Desert St Suite 100, Nampa, ID 83687 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
American United Life Nampa ID 09/2022 Present
Oneamerica Securities Nampa ID 01/2023 Present
Procare Boise ID 04/2017 08/2017
Watermark Landscape Boise ID 04/2018 08/2018
Boise Route Works Boise ID 05/2020 08/2020
Caped Nampa ID 05/2021 08/2021
Big Bend Community College Moses Lake WA 08/2016 07/2018
Montana Tech University Butte MT 08/2018 05/2019
Utah State University Logan UT 01/2020 05/2022
Unemployed Middleton ID 06/2019 12/2019
Unemployed Middleton ID 06/2022 08/2022
  • 09/2022 → Present
    American United Life
    Nampa, ID
  • 01/2023 → Present
    Oneamerica Securities
    Nampa, ID
  • 04/2017 → 08/2017
    Procare
    Boise, ID
  • 04/2018 → 08/2018
    Watermark Landscape
    Boise, ID
  • 05/2020 → 08/2020
    Boise Route Works
    Boise, ID
  • 05/2021 → 08/2021
    Caped
    Nampa, ID
  • 08/2016 → 07/2018
    Big Bend Community College
    Moses Lake, WA
  • 08/2018 → 05/2019
    Montana Tech University
    Butte, MT
  • 01/2020 → 05/2022
    Utah State University
    Logan, UT
  • 06/2019 → 12/2019
    Unemployed
    Middleton, ID
  • 06/2022 → 08/2022
    Unemployed
    Middleton, ID
Other Businesses

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

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2025-05-28
S65 Uniform Investment Adviser Law Examination 2023-05-18
  • S63 Uniform Securities Agent State Law Examination
    2025-05-28
  • S65 Uniform Investment Adviser Law Examination
    2023-05-18

View on SEC IAPD

More in Indianapolis, IN

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor