Mark
Rumpza
Oneamerica Securities, Inc
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About this Advisor
Mark Rumpza is a financial advisor working in Scottsdale, Arizona who has 12 years of relevant experience. Rumpza works at Oneamerica Securities, Inc. Rumpza has gained experience at American United Life and Oneamerica Securities. Rumpza maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to operate in Arizona and California. Oneamerica Securities, Inc is a firm that has its headquarters in Indianapolis, IN. The investment advisory business has offices in 107 locations and a total of 357 financial advisors. It oversees $158 million in total assets between its 1,970 accounts, making it one of the mid-sized financial advisory firms in the United States by assets under management. Of its 1,970 customer accounts, just 2% belong to high-net-worth individuals who have at least $1 million in investable assets. The company performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Financial advisory fees typically vary depending on the financial services. However, fees charged by Oneamerica Securities, Inc most likely consist of any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Oneamerica Securities, Inc Brokerage Details
$158,033,391
357
1,970
$80,220
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Mark Rumpza Work History
Mark has been registered as a financial advisor for 12 years.*
American United Life
Oneamerica Securities
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Mark Rumpza to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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