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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 |
|---|---|---|---|
| VA | RA | APPROVED | 2023-07-20 |
| CO | RA | APPROVED | 2021-12-09 |
| TX | RA | APPROVED_RES | 2021-02-03 |
| CA | RA | APPROVED | 2021-02-02 |
| MI | RA | APPROVED | 2020-08-14 |
| FL | RA | APPROVED | 2020-07-14 |
| IL | RA | APPROVED | 2017-08-01 |
Branch Locations
1705 Richards Lake Rd, Fort Collins, CO 80524 • 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 |
|---|---|---|---|---|
| Hornor Townsend & Kent Inc | Horsham | PA | 04/2010 | 07/2017 |
| Penn Mutual Life Insurance Co | Horsham | PA | 04/2010 | 07/2017 |
| American United Life | Fort Collins | CO | 08/2017 | Present |
| Oneamerica Securities | Fort Collins | CO | 08/2017 | Present |
Non-variable insurance sales (fixed life, fixed annuities)**Self-employed: Accountant/IRS Enrolled Agent
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-08-11 |
| S63 | Uniform Securities Agent State Law Examination | 1999-02-13 |
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