Oneamerica Securities, Inc.

Overview

OneAmerica Securities, Inc. operates as an independent broker‑dealer with insurance brokerage capabilities, serving primarily individual and family clients. The firm offers a mix of advisory and brokerage services, including financial planning, portfolio management for individuals and small businesses, portfolio management for larger business or institutional clients, pension consulting, selection of third‑party advisers, and educational seminars. Its fee arrangements include percentage‑of‑AUM billing as well as hourly and fixed fees. The firm is not identified as an active ESG investor and is not a capital allocator. The organization is a corporation that has been SEC‑registered since 1999 and lists both corporate and individual ownership types. Its business footprint combines broker‑dealer and insurance activities, and it holds industry affiliations spanning broker‑dealer, other investment adviser, insurance company, and pension consultant roles.

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Public Holdings

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Location & Offices