Oneamerica Securities, Inc.

Oneamerica Securities, Inc. (CRD# 4173) is a financial advisory firm headquartered in Indianapolis, IN. They manage $137,407,263 in 1,944 accounts and serve the financial needs of clients across 50 states (or territories).

By the Numbers
  • Total Assets Under Management
    137
    MILLION
  • Total Number of Accounts
    1,944
    ACCOUNTS
  • Average Account Value
    $70,683
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Oneamerica Securities, Inc.
Showing 1 - 10 of 308 top financial advisors.
1
Genay K. Airey
CRD#: 1623480
200 West 84th Drive, Suite B, Merrillville, IN 46410
96
Wealthminder
score

Genay Airey (CRD# 1623480) is an Investment Advisor Representative working at Oneamerica Securities, Inc. in Merrillville, IN and has over 29 years of experience in the finance industry.

2
Kevin E. Baldwin
CRD#: 1172829
85 Felt Road, Suite 601, South Windsor, CT 06074
96
Wealthminder
score

Kevin Baldwin (CRD# 1172829) is an Investment Advisor Representative working at Oneamerica Securities, Inc. in South Windsor, CT and has over 31 years of experience in the finance industry.

3
Bruce J. Block
CRD#: 804477
306 State Rd 446, Bloomington, IN 47401
96
Wealthminder
score

Bruce Block (CRD# 804477) is an Investment Advisor Representative working at Oneamerica Securities, Inc. in Bloomington, IN and has over 34 years of experience in the finance industry.

4
John R. Browning
CRD#: 3160886
9001 Wesleyan Rd Ste 111, Indianapolis, IN 46268
96
Wealthminder
score

John Browning (CRD# 3160886) is an Investment Advisor Representative working at Oneamerica Securities, Inc. in Indianapolis, IN and has over 17 years of experience in the finance industry. John Browning has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Dorsey R. Buttram
CRD#: 2411439
1433 Nw 150th St, Edmond, OK 73013
96
Wealthminder
score

Dorsey Buttram (CRD# 2411439) is an Investment Advisor Representative working at Oneamerica Securities, Inc. in Edmond, OK and has over 23 years of experience in the finance industry. Dorsey Buttram has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Royce L. Cannon
CRD#: 2206590
215 Centerview Drive, Suite 260, Brentwood, TN 37027
96
Wealthminder
score

Royce Cannon (CRD# 2206590) is an Investment Advisor Representative working at Oneamerica Securities, Inc. in Brentwood, TN and has over 24 years of experience in the finance industry. Royce Cannon has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Thomas L. Casella
CRD#: 831442
4835 E Cactus Rd, Ste 105, Scottsdale, AZ 85254
96
Wealthminder
score

Thomas Casella (CRD# 831442) is an Investment Advisor Representative working at Oneamerica Securities, Inc. in Scottsdale, AZ and has over 33 years of experience in the finance industry.

8
William B. Cassidy
CRD#: 1926402
4835 E Cactus Rd, Ste 105, Scottsdale, AZ 85254
96
Wealthminder
score

William Cassidy (CRD# 1926402) is an Investment Advisor Representative working at Oneamerica Securities, Inc. in Scottsdale, AZ and has over 27 years of experience in the finance industry.

9
Wendy Y. Chan
CRD#: 5637528
2900 North Loop West, Suite 810, Houston, TX 77092
96
Wealthminder
score

Wendy Chan (CRD# 5637528) is an Investment Advisor Representative working at Oneamerica Securities, Inc. in Houston, TX and has over 7 years of experience in the finance industry. Wendy Chan has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

10
John A. Cunningham
CRD#: 1592004
306 State Rd 446, Bloomington, IN 47401
96
Wealthminder
score

John Cunningham (CRD# 1592004) is an Investment Advisor Representative working at Oneamerica Securities, Inc. in Bloomington, IN and has over 30 years of experience in the finance industry.

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