Heather
Grubbs
Oneamerica Securities, Inc
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About this Advisor
Heather Grubbs is a financial advisor who works out of Indianapolis, Indiana with 3 years of relevant experience. Grubbs is on the advisory team at Oneamerica Securities, Inc. During their career, the advisor has held roles at Nylife Securities LLC, New York Life Insurance Co, Sage Legacy Counsel, Montgomery Public Schools, Conecuh County Board Of Education, Arclin, Troy University, American United Life and Oneamerica Securities. Grubbs has Series 63 and Series 66 licenses, qualifying them as a securities broker, and is approved to serve investors in Alabama, Arizona, Florida, Georgia and Texas. Oneamerica Securities, Inc is a registered investment company that has its headquarters in Indianapolis, IN. The firm has offices in 107 locations and a total of 357 employees. It handles $158 million in assets among its 1,970 accounts, placing it among the mid-sized firms in the country by assets under management. Of its 1,970 accounts, just 2% are associated with high-net-worth individuals who have at least $1 million in investable assets. The firm performs a diverse assortment of services, such as 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 for financial advisory services typically depend on which services the firm provides the client. Fees billed by Oneamerica Securities, Inc most likely include 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
Heather Grubbs Work History
Heather has been registered as a financial advisor for 3 years.*
American United Life
Oneamerica Securities
Nylife Securities LLC
New York Life Insurance Co
Sage Legacy Counsel
Montgomery Public Schools
Conecuh County Board Of Education
Arclin
Troy University
*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 Heather Grubbs 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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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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