Connor
Cook

Oneamerica Securities, Inc

CRD#7315006
Investment Advisor
in Indianapolis, IN

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About this Advisor

Connor Cook is a financial advisor working in Indianapolis, Indiana with a total of 2 years of relevant experience. Cook works at Oneamerica Securities, Inc. Throughout their career, Cook has worked at The Hive Az, Mcmurray Communications, Turf And Trees, Blue Clear Skys Contracting, Caliber Marketing, Greenix Pest Control, Progrexion, Cook Financial Group, American United Life, Oneamerica Securities and Perry High School. Cook holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Arizona, Idaho and Utah. Oneamerica Securities, Inc is an advisory business that has its headquarters in Indianapolis, IN. The firm has offices in 107 locations and a total of 357 advisors. It manages $158 million in assets under management among 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 accounts, just 2% are held by high-net-worth investors who have at least $1 million in assets available to invest. Oneamerica Securities, Inc performs a wide range 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. Fees charged by financial advisors largely vary depending on which services are offered. However, fee types billed by Oneamerica Securities, Inc may include some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

2 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

One American Square
Indianapolis, IN 46282

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Oneamerica Securities, Inc Brokerage Details

Total Assets Under Management

$158,033,391

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

357

IN Average: 46
Total Number of Accounts

1,970

IN Average: 1,775
Average Account Size

$80,220

IN 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

Connor Cook Work History

Connor has been registered as a financial advisor for 2 years.*

2020 - Present (4 years)

American United Life

2020 - Present (4 years)

Oneamerica Securities

2020 - 2020 (< 1 year)

Progrexion

2020 - 2020 (< 1 year)

Cook Financial Group

2018 - 2018 (< 1 year)

Caliber Marketing

2018 - 2020 (2 years)

Greenix Pest Control

2017 - 2018 (1 year)

Blue Clear Skys Contracting

2016 - 2016 (< 1 year)

Turf And Trees

2015 - 2016 (1 year)

Mcmurray Communications

2014 - 2015 (1 year)

The Hive Az

2011 - 2015 (4 years)

Perry High School

*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 Connor Cook 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

April Coleman
Indianapolis, IN
Jeremy Lloyd
Carmel, IN
Albert Alguadich
Cape Coral, FL
Stuart Beswick
Nampa, ID
Adam Fenster
Hollywood, FL
Byron Smith
Loveland, OH
Collin Jamieson
Newport Beach, CA
Michael Hammersley
Columbus, OH

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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