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ONEAMERICA SECURITIES, INC.
CRD 4173 · SEC 801-56819
ONE AMERICAN SQUARE, INDIANAPOLIS, IN, 46282, United States
Phone
877-285-3863
Fax
317-285-4050
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$306.1M
Discretionary AUM
$59.2M
Team
340 total employees; 306 advisory reps; 8795 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-31
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 2258 | $283.4M |
| High net worth individuals | 42 | $22.6M |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, TN, UT, VA, WV, WI, WY, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
Official SEC filing: View on IAPD