Mark Steffen, financial advisor Indianapolis IN
93 score

Mark Steffen

CRD Number: 6101006
Current Firm: Oneamerica Securities, Inc.

Mark Steffen (CRD# 6101006) is an Investment Advisor Representative working at Oneamerica Securities, Inc. in Indianapolis, IN and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
American United Life Indianapolis, IN Sep 2017 - Current < 1
Oneamerica Securities Indianapolis, IN Sep 2017 - Current < 1
Jp Morgan Chase Bank Indianapolis, IN Oct 2016 - Aug 2017 < 1
Jp Morgan Securities LLC Indianapolis, IN Oct 2016 - Aug 2017 < 1
Morgan Stanley Private Bank, National Association Indianapolis, IN Jan 2015 - Sep 2016 1
Morgan Stanley Smith Barney Indianapolis, IN Jul 2012 - Sep 2016 4
Unemployed Carmel, IN Apr 2012 - Jul 2012 < 1
Springleaf Finance Management Corp Evansville, IN Jan 2008 - Apr 2012 4
American International Group Inc. Evansville, IN Jan 2008 - Dec 2010 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2012
Contact Info for Mark C. Steffen
Phone Number: 877-285-3863
Registered State(s):
  • AL
  • DE
  • IL
  • IN
  • NE
  • OR
  • PA
  • WI
  • AK
  • KY
  • MD
  • AZ
  • AR
  • DC
  • MA
  • VT
  • CA
  • CO
  • FL
  • OK
  • CT
  • MI
  • NV
  • GA
  • MT
  • SC
  • HI
  • ID
  • IA
  • KS
  • NJ
  • WV
  • LA
  • ME
  • MN
  • ND
  • WA
  • MS
  • MO
  • RI
  • TX
  • VA
  • NH
  • NM
  • NC
  • WY
  • OH
  • SD
  • UT
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
93
Clean Record
This advisor has a clean track record with regulators.

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