Bruce
Block

Oneamerica Securities, Inc

CRD#804477
Investment Advisor
in Louisville, KY

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About this Advisor

Bruce Block is a chartered financial consultant who works out of Louisville, Kentucky with a total of 12 years of relevant experience. Block is an employee of Oneamerica Securities, Inc. Over the course of their career, they have held roles at Bruce J. Block And Associates, American United Life Insurance Company and Oneamerica Securities, Inc. Block holds a Series 63 license, certifying them as a securities agent, and is approved to advise clients in California, Indiana, Kentucky and Michigan. Oneamerica Securities, Inc is a business based out of Indianapolis, IN. It has offices in 107 locations and a total of 357 advisors. It administers $158 million in assets under management among its 1,970 client accounts, making it one of the mid-sized financial advisory firms in the country by assets under management. Of its 1,970 customer accounts, just 2% belong to high-net-worth clients who have at least $1 million in assets. Oneamerica Securities, Inc offers 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. A financial advisor's fee schedules typically depend on the financial services provided. Fees billed by Oneamerica Securities, Inc can include some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Chartered Financial Consultant

Years Registered*

12 years

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

6510 Glenridge Park Place Suite 4
Louisville, KY 40222

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Oneamerica Securities, Inc Brokerage Details

Total Assets Under Management

$158,033,391

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

357

KY Average: 46
Total Number of Accounts

1,970

KY Average: 1,775
Average Account Size

$80,220

KY 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

Bruce Block Work History

Bruce has been registered as a financial advisor for 12 years.*

1975 - Present (49 years)

American United Life Insurance Company

1975 - Present (49 years)

Oneamerica Securities, Inc

1969 - Present (55 years)

Bruce J. Block And Associates

*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 Bruce Block 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

Jeremy Lloyd
Carmel, IN
Stuart Beswick
Nampa, ID
Katherine Bennett
Indianapolis, IN
Adam Fenster
Hollywood, FL
Collin Jamieson
Newport Beach, CA
Russell Tepper
Parsippany, NJ
Michael Hammersley
Columbus, OH
John Weller
Carmel, IN

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.

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