Daniel
Flanscha
Oneamerica Securities, Inc
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About this Advisor
Daniel Flanscha is a certified financial planner and chartered financial consultant who works in Loveland, Colorado who has 15 years of relevant experience. Flanscha is on the advisory team at Oneamerica Securities, Inc. Over the course of their career, they have held roles at American United Life and Oneamerica Securities, Inc. Flanscha has Series 63 and Series 66 licenses, qualifying them as a securities agent, and can advise clients in Colorado, Connecticut, Georgia, Hawaii, Iowa and Wyoming. Oneamerica Securities, Inc is a registered investment firm that has its headquarters in Indianapolis, IN. The firm has offices in 107 locations and a total of 357 advisors. It has $158 million in total assets among its 1,970 client accounts, placing it among the mid-sized financial advisory firms in the nation by assets under management. Of its 1,970 client accounts, just 2% are associated with high-net-worth investors who have at least $1 million in assets available to invest. The company offers a diverse assortment 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 for financial advisory services depend on the type of financial services. Fees charged by Oneamerica Securities, Inc can 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
Daniel Flanscha Work History
Daniel has been registered as a financial advisor for 15 years.*
Oneamerica Securities, Inc
American United Life
*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 Daniel Flanscha 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
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Cape Coral, FL
Nampa, ID
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Newport Beach, CA
Loveland, OH
Columbus, OH
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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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.
