Brendan
Farrelly
Oneamerica Securities, Inc
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About this Advisor
Brendan Farrelly is a financial advisor who works out of Indianapolis, Indiana who has 1 year of relevant experience. Farrelly is an advisor for Oneamerica Securities, Inc. Throughout their career, they have worked at Park Avenue Securities, Guardian Life Insurance Company, Penn Mutual Life Ins Co, Hornor Townsend & Kent Inc, Massmutual Life Insurance Company, Mml Investors Services, LLC, Oneamerica Securities and American United Life. Farrelly maintains Series 63 and Series 66 licenses, certifying them as a securities broker, and can advise clients in Arizona, California, Illinois, Massachusetts, Montana, Nevada, North Carolina, Oregon, Utah, Virginia and Washington. Oneamerica Securities, Inc is a firm that has its headquarters in Indianapolis, IN. The company has offices in 107 locations and a total of 357 advisors. It controls $158 million in total assets between its 1,970 customer accounts, making it one of the mid-sized firms in the United States by assets under management. Of its 1,970 accounts, just 2% belong to high-net-worth investors who have at least $1 million in assets. The advisory firm has 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. Fees charged by financial advisors largely depend on which services the firm provides the client. However, fees charged by Oneamerica Securities, Inc may include some combination 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
Brendan Farrelly Work History
Brendan has been registered as a financial advisor for 1 years.*
Oneamerica Securities
American United Life
Massmutual Life Insurance Company
Mml Investors Services, LLC
Penn Mutual Life Ins Co
Hornor Townsend & Kent Inc
Park Avenue Securities
Guardian Life Insurance Company
*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 Brendan Farrelly 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
Hollywood, FL
Newport Beach, CA
San Diego, CA
Carmel, IN
Indianapolis, IN
Parsippany, NJ
Columbus, OH
Nampa, ID
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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