Jennifer
Manthey
Oneamerica Securities, Inc
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About this Advisor
Jennifer Manthey is a financial advisor based in Longmont, Colorado, working with Oneamerica Securities, Inc. Jennifer has previously held positions at The Vanguard Group, Inc, Prestige Realty, Ameriprise Financial Services, Inc, Greens Point Catering, Cetera Investment Advisers LLC, Cetera Advisers LLC, Cetera Investment Services LLC, Cetera Financial Specialists LLC, First Allied Securities Inc, Los Cheesies Band, Cetera Advisor Networks, Vicus Capital - Crd # 116021, Professional Musician, Defrate & Paavola LLC, American United Life, and Oneamerica Securities. Jennifer has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in multiple states, including Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin, and Wyoming. Currently, Jennifer is part of Oneamerica Securities, Inc, which operates out of Longmont, 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
Jennifer Manthey Work History
Cetera Advisor Networks
Defrate & Paavola LLC
American United Life
Oneamerica Securities
Vicus Capital - Crd # 116021
Professional Musician
Greens Point Catering
Cetera Investment Advisers LLC
Cetera Advisers LLC
Cetera Investment Services LLC
Cetera Financial Specialists LLC
First Allied Securities Inc
Los Cheesies Band
Ameriprise Financial Services, Inc
The Vanguard Group, Inc
Prestige Realty
Disclosures
Please visit the SEC profile of Jennifer Manthey 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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