Kailen
Cook
Oneamerica Securities, Inc
Answer a few questions and
get matched with an advisor.
About this Advisor
Kailen Cook is a financial advisor based in San Marcos, California who has 4 years of industry experience. Cook is on the advisory team at Oneamerica Securities, Inc. Over the course of their career, Cook has held roles at Lpl Financial, Alpha Global Investments, Td Ameritrade, Inc, Lpl Financial LLC, Ak Financial Group, American United Life, Oneamerica Securities and Pfg Advisors. Cook maintains Series 63 and Series 66 licenses, qualifying them as a securities representative, and can work in California. Oneamerica Securities, Inc is a registered investment company based out of Indianapolis, IN. It has offices in 107 locations and a total of 357 advisors. It oversees $158 million in assets under management across its 1,970 customer accounts, making it one of the mid-sized investment advisory firms in the United States by assets under management. Of its 1,970 accounts, just 2% are associated with high-net-worth investors who have more than $1 million in investable assets. Oneamerica Securities, Inc offers a diverse range 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. Fees for financial advice typically are based on which services the firm provides the client. However, fee types billed by Oneamerica Securities, Inc can be comprised of any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
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
Kailen Cook Work History
Kailen has been registered as a financial advisor for 4 years.*
Oneamerica Securities
American United Life
Ak Financial Group
Lpl Financial LLC
Pfg Advisors
Td Ameritrade, Inc
Alpha Global Investments
Lpl Financial
*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 Kailen Cook 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
Indianapolis, IN
Columbus, OH
Indianapolis, IN
Indianapolis, IN
Indianapolis, IN
Newport Beach, CA
Carmel, IN
Hollywood, FL
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.
