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ONEAMERICA SECURITIES, INC.

CRD 4173 · SEC 801-56819

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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

TypeClientsAUM
Individuals2258$283.4M
High net worth individuals42$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