Kristin Greim, financial advisor Indianapolis IN

Kristin Greim

CRD Number: 3151105
Current Firm: Oneamerica Securities, Inc.

Kristin Greim (CRD# 3151105) is an Investment Advisor Representative working at Oneamerica Securities, Inc. in Indianapolis, IN and has over 7 years of experience in the finance industry.

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Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name Location Dates Years
American United Life Downingtown, PA Aug 2021 - Current 2
Oneamerica Securities Downingtown, PA Aug 2021 - Current 2
Usi Securities, Inc. Glastonbury, CT Aug 2019 - Jul 2021 1
Usi Consulting Group, Inc. Glastonbury, CT Aug 2019 - Jul 2021 1
The Vanguard Group, Inc. Malvern, PA Jun 2016 - May 2019 2
The Vanguard Group, Inc. Malvern, PA Oct 1998 - Jun 2016 17
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2016
S66 NASAA Uniform Combined State Law Examination Jun 2020
Contact Info for Kristin N. Greim
Phone Number: 877-285-3863
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    158
    MILLIONS
  • Total Number of Accounts
    1,970
    ACCOUNTS
  • Average Account Value
    $80,220
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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