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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 |
|---|---|---|---|
| WA | RA | APPROVED | 2026-02-23 |
Branch Locations
Port Orchard, WA • United States
One American Square, Indianapolis, IN 46282 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American United Life | Port Orchard | WA | 02/2026 | Present |
| Oneamerica Securities | Port Orchard | WA | 02/2026 | Present |
| Olympic College | Bremerton | WA | 12/2025 | 02/2026 |
| Jacobson Lawrence Cpa | Seattle | WA | 02/2022 | 11/2025 |
| Army | Camp Murray | WA | 01/2021 | 01/2022 |
| Jeffrey D Cole Cpa | Port Orchard | WA | 09/2009 | 01/2021 |
Non-variable insurance sales (fixed life, fixed annuities)**Owner: Freedom First Tax and Financial, LLC-Taxes and Accounting**Board Member: Washington National Guard Association**Chaplain: Washington Army National Guard**Owner: Manchester Kayaks-Equipment Rental
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-02-23 |
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