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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 |
|---|---|---|---|
| UT | RA | APPROVED | 2026-02-05 |
Branch Locations
One American Square, Indianapolis, IN 46282 • United States
1225 E Fort Union Blvd Suite 350, Cottonwood Heights, UT 84047 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Heldt Financial | Salt Lake City | UT | 03/1981 | 01/2026 |
| Oneamerica Securities | Cottonwood Heights | UT | 02/2026 | Present |
| American United Life | Cottonwood Heights | UT | 03/2025 | Present |
Non-variable insurance sales (fixed life, fixed annuities)
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-07-16 |
| S65 | Uniform Investment Adviser Law Examination | 2024-04-30 |
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