Nicholas
Johnson

Oneamerica Securities, Inc

CRD#5071097
Investment Advisor
in Scottsdale, AZ

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About this Advisor

Nicholas Johnson is a financial advisor working out of Scottsdale, Arizona who has 6 years of industry experience. Johnson is an employee of Oneamerica Securities, Inc. Throughout their career, Johnson has worked at Cue Financial Group Inc, Cue Insurance Sales, Securities America, Inc, American United Life, Oneamerica Securities, Foothill Securities, Inc and Preferred Benefit Concepts Inc. Johnson has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Arizona, California and Florida. Oneamerica Securities, Inc is a financial advisory firm based out of Indianapolis, IN. The company has offices in 107 locations and a total of 357 financial advisors. It controls $158 million in assets between its 1,970 client accounts, placing it among the mid-sized investment advisory firms in the country by assets under management. Of its 1,970 accounts, just 2% are held by high-net-worth investors who have at least $1 million in assets. The firm provides a number of services, including 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 which services the firm provides the client. However, fees billed by Oneamerica Securities, Inc can include some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

6 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

9375 E Shea Blvd Suite 114
Scottsdale, AZ 85260

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Oneamerica Securities, Inc Brokerage Details

Total Assets Under Management

$158,033,391

AZ Average: $1,347,246,178
Total Number of Employees

357

AZ Average: 46
Total Number of Accounts

1,970

AZ Average: 1,775
Average Account Size

$80,220

AZ Average: $759,012

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

Nicholas Johnson Work History

Nicholas has been registered as a financial advisor for 6 years.*

2017 - Present (7 years)

Oneamerica Securities

2016 - Present (8 years)

American United Life

2016 - 2016 (< 1 year)

Securities America, Inc

2014 - 2016 (2 years)

Cue Financial Group Inc

2013 - 2016 (3 years)

Cue Insurance Sales

2009 - 2016 (7 years)

Foothill Securities, Inc

2005 - 2013 (8 years)

Preferred Benefit Concepts Inc

*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 Nicholas Johnson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Oneamerica Securities, Inc

John Weller
Carmel, IN
April Coleman
Indianapolis, IN
Adam Fenster
Hollywood, FL
Byron Smith
Loveland, OH
Tina Booze
Indianapolis, IN
Katherine Bennett
Indianapolis, IN
Dave Guzman
Indianapolis, IN
Jeremy Lloyd
Carmel, IN

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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