Matthew Rang (CRD# 4213322) is an Investment Advisor Representative working at Oneamerica Securities, Inc. in Indianapolis, IN and has over 23 years of experience in the finance industry.
CRD# 838414
Canterbury Investment Management, LLC
CRD# 5915026
Edward Jones
CRD# 5202152
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Oneamerica Securities | Rome City, IN | Jul 2020 - Current | 3 |
American United Life | Rome City, IN | Jun 2020 - Current | 3 |
Northwestern Mutual Life Insurance Company | Milwaukee, WI | Jan 2018 - Jul 2020 | 2 |
Northwestern Mutual Investment Services LLC | Fort Wayne, IN | Jan 2018 - Jul 2020 | 2 |
Edward Jones | Wolcottville, IN | Jul 2008 - Jan 2018 | 9 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Mar 2001 |
S66 | NASAA Uniform Combined State Law Examination | Oct 2008 |
- IN
- MI
-
Total Assets Under Management264MILLIONS
-
Total Number of Accounts2,804ACCOUNTS
-
Average Account Value$94,286
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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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