Kate Wright, financial advisor Indianapolis IN
90 score

Kate Wright

CRD Number: 6075317
Current Firm: Oneamerica Securities, Inc.

Kate Wright (CRD# 6075317) is an Investment Advisor Representative working at Oneamerica Securities, Inc. in Indianapolis, IN and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Oneamerica Securities Indianapolis, IN Aug 2017 - Current < 1
American United Life Indianapolis, IN Jul 2017 - Current < 1
Northwestern Mutual Wealth Management Company Milwaukee, WI Dec 2014 - Jul 2017 2
Northwestern Mutual Investment Services LLC Indianapolis, IN Oct 2014 - Jul 2017 2
Keenan Blanchford Indianapolis, IN Sep 2014 - Jul 2017 2
Northwestern Mutual Investment Services, LLC Indianapolis, IN Dec 2014 - Mar 2016 1
Keenan Blanchford Indianapolis, IN Jul 2014 - Sep 2014 < 1
Merrill Lynch Indianapolis, IN May 2012 - Jul 2014 2
The Kroger Co Indianapolis, IN Jun 2009 - Jun 2012 3
Student West Lafayette, IN Aug 2002 - Jun 2009 6
Krannert School Of Management Business Office Purdue University West Lafayette, IN Aug 2008 - Oct 2008 < 1
Krannert School Of Management Business Office Purdue University West Lafayette, IN Sep 2007 - Jun 2008 < 1
The Limited Lafayette, IN Dec 2007 - Mar 2008 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2013
Contact Info for Kate A. Wright
Phone Number: 877-285-3863
Registered State(s):
  • IN
By the Numbers
  • Total Assets Under Management
    91
    MILLIONS
  • Total Number of Accounts
    2,013
    ACCOUNTS
  • Average Account Value
    $45,074
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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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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