Daniel
Flanscha
Oneamerica Securities, Inc
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About this Advisor
Daniel Flanscha is a financial advisor based in Loveland, Colorado, working with Oneamerica Securities, Inc. Daniel has previously held positions at American United Life and Oneamerica Securities, Inc. Daniel has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Colorado, Connecticut, Georgia, Hawaii, Iowa, Nebraska, and Wyoming. Currently, Daniel is part of Oneamerica Securities, Inc, which operates out of Loveland, Colorado. The firm has 127 offices and 353 employees. The firm manages assets totaling $264.4 million and serves a variety of clients, including high-net-worth individuals. The services offered by the firm include 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. The fee structure at Oneamerica Securities, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Oneamerica Securities, Inc Brokerage Details
$264,377,933
353
2,804
$94,286
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
Daniel Flanscha Work History
Oneamerica Securities, Inc
American United Life
Disclosures
Please visit the SEC profile of Daniel Flanscha to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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The content in this profile was updated by SmartAsset on 6/19/2024. 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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