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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 |
|---|---|---|---|
| CT | RA | APPROVED | 2025-01-21 |
| HI | RA | APPROVED | 2024-09-18 |
| NY | RA | APPROVED | 2021-08-13 |
| CA | RA | APPROVED | 2014-02-12 |
Branch Locations
One American Square, Indianapolis, IN 46282 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American United Life | New Haven | CT | 01/2014 | Present |
| Oneamerica Securities | New Haven | CT | 02/2014 | Present |
Non-variable insurance sales (fixed life, fixed annuities, health)**Board Member: Meals on Wheels of West Los Angeles
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-03-27 |
| S63 | Uniform Securities Agent State Law Examination | 1995-10-26 |
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