John
Schwaikert
Oneamerica Securities, Inc
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About this Advisor
John Schwaikert is a financial advisor based in Winsted, Connecticut, working with Oneamerica Securities, Inc. John has previously held positions at American United Life, Oneamerica Securities, John E Schwaikert, CFP®, and Fortis Investors, Inc. John has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Connecticut and Georgia. Currently, John is part of Oneamerica Securities, Inc, which operates out of Winsted, Connecticut. 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
John Schwaikert Work History
Oneamerica Securities
American United Life
John E Schwaikert, CFP®
Fortis Investors, Inc
Disclosures
Please visit the SEC profile of John Schwaikert 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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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.
