Peter
Crimmins

Oneamerica Securities, Inc

CRD#3028055
Investment Advisor
in Indianapolis, IN

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About this Advisor

Peter Crimmins is a financial advisor working out of Indianapolis, Indiana with a total of 6 years of industry experience. Crimmins is on the advisory team at Oneamerica Securities, Inc. Their career trajectory has included roles at Geneos Wealth Management, Inc, Tasso Financial, Oneamerica Securities and American United Life. Crimmins maintains Series 63 and Series 66 licenses, certifying them as a securities representative, and can work in Arizona, California, Colorado, Florida, Hawaii, Illinois, North Carolina, Ohio, Texas, Utah and Washington. Oneamerica Securities, Inc is a financial advisory business based out of Indianapolis, IN. The investment advisory business has offices in 107 locations and a total of 357 employees. It oversees $158 million in total assets across its 1,970 customer accounts, placing it among the mid-sized financial advisory firms in the nation by assets under management. Of its 1,970 customer accounts, just 2% are associated with high-net-worth individuals who have at least $1 million in investable assets. The business has a diverse set 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. A financial advisor's fee schedules vary depending on the type of financial services offered. Fees charged by Oneamerica Securities, Inc most likely are comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66

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

One American Square
Indianapolis, IN 46282

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Oneamerica Securities, Inc Brokerage Details

Total Assets Under Management

$158,033,391

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

357

IN Average: 46
Total Number of Accounts

1,970

IN Average: 1,775
Average Account Size

$80,220

IN 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

Peter Crimmins Work History

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

2017 - Present (7 years)

Oneamerica Securities

2017 - Present (7 years)

American United Life

2012 - Present (12 years)

Tasso Financial

2012 - 2017 (5 years)

Geneos Wealth Management, 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 Peter Crimmins 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

Stuart Beswick
Nampa, ID
Adam Fenster
Hollywood, FL
Byron Smith
Loveland, OH
Albert Alguadich
Cape Coral, FL
April Coleman
Indianapolis, IN
Katherine Bennett
Indianapolis, IN
Collin Jamieson
Newport Beach, CA
James Hightower
Indianapolis, 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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