Curtis P Matheson

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

• 01/2014 → 01/2020
  Student
  Washington, UT
• 01/2020 → 05/2020
  Feller Enterprises
  Saint George, UT
• 05/2020 → 10/2020
  Monuments Rtc
  Parowan, UT
• 11/2020 → 10/2022
  Church Of Jesus Christ Of Latter-Day Saints
  Salt Lake City, UT
• 10/2022 → 11/2023
  Light City Solar
  Mesa, AZ
• 11/2023 → 01/2024
  A1 Garage Door Service
  Tempe, AZ
• 10/2023 → Present
  American United Life
  Gilbert, AZ
• 01/2024 → Present
  Oneamerica Securities
  Gilbert, AZ

Other Businesses

Non-variable insurance sales (fixed life, fixed annuities, health)**Account Executive: UCP Staffing -Construction Staffing

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-05-24
• S63 Uniform Securities Agent State Law Examination
  2024-02-14

Other Names

• Curtis Parker Matheson