Hike
Lee

Oneamerica Securities, Inc

CRD#4886645
Investment Advisor
in Lincolnshire, IL

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About this Advisor

Hike Lee is a financial advisor based in Lincolnshire, Illinois, working with Oneamerica Securities, Inc. Hike has previously held positions at Hornor Townsend & Kent Inc, Penn Mutual Life Ins Co, American United Life, and Oneamerica Securities. Hike has passed the Series 66 regulatory exam and is registered to provide services in California, Florida, Illinois, Indiana, and Wisconsin. Currently, Hike is part of Oneamerica Securities, Inc, which operates out of Lincolnshire, Illinois. 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

Series 66

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

100 Tri State International Suite 145
Lincolnshire, IL 60069

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Oneamerica Securities, Inc Brokerage Details

Total Assets Under Management

$264,377,933

IL Average: $1,347,246,178
Total Number of Employees

353

IL Average: 46
Total Number of Accounts

2,804

IL Average: 1,775
Average Account Size

$94,286

IL Average: $759,012

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

Hike Lee Work History

2018 - Present (6 years)

Oneamerica Securities

2017 - Present (7 years)

American United Life

2008 - 2018 (10 years)

Hornor Townsend & Kent Inc

2008 - 2018 (10 years)

Penn Mutual Life Ins Co

Disclosures

Please visit the SEC profile of Hike Lee 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

Sean Mcgoff
Indianapolis, IN
Byron Smith
South Lebanon, OH
David Medina
Concord, CA
Laura Rozek-Dill
Indianapolis, IN
Bryan Hoffman
Indianapolis, IN
Arnold Dorman
Indianapolis, IN
Dwight Heikkila
Los Angeles, CA
Conor Delaney
Indianapolis, IN

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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