Christopher
Whittaker
Oneamerica Securities, Inc
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About this Advisor
Christopher Whittaker is a financial advisor based out of Indianapolis, Indiana, with 3 years of relevant experience. Whittaker is currently employed by Oneamerica Securities, Inc. Throughout their career, Whittaker has worked at Gwfs Equities, Inc, Empower Retirement, Advised Asset Group, LLC, American United Life and Oneamerica Securities. Whittaker has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to work in Colorado. Oneamerica Securities, Inc is a financial advisory firm based out of Indianapolis, IN. The firm has offices in 107 locations and a total of 357 financial advisors. It manages $158 million in assets under management among its 1,970 accounts, placing it among the mid-sized firms in the nation by assets under management. Of its 1,970 client accounts, just 2% are associated with high-net-worth clients who have at least $1 million in assets. Oneamerica Securities, Inc has a diverse range 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 usually are based on which services are offered. However, fees billed by Oneamerica Securities, Inc may include 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
Christopher Whittaker Work History
Christopher has been registered as a financial advisor for 3 years.*
Oneamerica Securities
American United Life
Advised Asset Group, LLC
Gwfs Equities, Inc
Empower Retirement
*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 Christopher Whittaker 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
San Diego, CA
Indianapolis, IN
Indianapolis, IN
Hollywood, FL
Indianapolis, IN
Newport Beach, CA
Cape Coral, FL
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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