Curtis
Matheson
Oneamerica Securities, Inc
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About this Advisor
Curtis Matheson is a financial advisor based in Indianapolis, Indiana, working with Oneamerica Securities, Inc. Curtis has previously held positions at Student, Feller Enterprises, Monuments Rtc, Church Of Jesus Christ Of Latter-Day Saints, Light City Solar, A1 Garage Door Service, American United Life, and Oneamerica Securities. Curtis has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Arizona and Utah. Currently, Curtis is part of Oneamerica Securities, Inc, which operates out of Indianapolis, Indiana. 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
Curtis Matheson Work History
Oneamerica Securities
A1 Garage Door Service
American United Life
Light City Solar
Feller Enterprises
Monuments Rtc
Church Of Jesus Christ Of Latter-Day Saints
Student
Disclosures
Please visit the SEC profile of Curtis Matheson 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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