Maria
Kelly
Oneamerica Securities, Inc
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About this Advisor
Maria Kelly is a financial advisor based out of Lombard, Illinois with a total of 5 years of relevant experience. Kelly works at Oneamerica Securities, Inc. During their career, the advisor has held roles at Catalano, Caboor & Co, American United Life and Oneamerica Securities. Kelly maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to advise clients in California and Illinois. Oneamerica Securities, Inc is a financial advisory company that has its headquarters in Indianapolis, IN. The firm has offices in 107 locations and a total of 357 employees. It controls $158 million in assets across its 1,970 customer accounts, placing it among the mid-sized financial advisory firms in the United States by assets under management. Of its 1,970 client accounts, just 2% are associated with high-net-worth investors who have greater than $1 million in assets. The business has a wide array of services, including 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. Financial management fees usually vary depending on which services the firm provides the client. However, fees charged by Oneamerica Securities, Inc can include any combination of 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
Maria Kelly Work History
Maria has been registered as a financial advisor for 5 years.*
Oneamerica Securities
American United Life
Catalano, Caboor & Co
*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 Maria Kelly 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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Indianapolis, IN
Nampa, ID
Indianapolis, IN
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Newport Beach, CA
Cape Coral, FL
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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