Katherine
Bennett

Oneamerica Securities, Inc

CRD#6772707
Investment Advisor
in Indianapolis, IN

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About this Advisor

Katherine Bennett is a financial advisor working out of Indianapolis, Indiana with 1 year of industry experience. Bennett is currently employed by Oneamerica Securities, Inc. Bennett has gained experience at Alps Holdings, Stradley Ronon Stevens & Young, Alps Fund Services, Inc, Pacific Investment Management Complany LLC, Pimco Investments LLC, Fisher Investments, American United Life and Oneamerica Securities. Bennett holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Florida and Texas. Oneamerica Securities, Inc is a company that has its headquarters in Indianapolis, IN. It has offices in 107 locations and a total of 357 financial advisors. It manages $158 million in assets under management among its 1,970 customer accounts, placing it among the mid-sized firms in the country by assets under management. Of its 1,970 customer accounts, just 2% are associated with high-net-worth investors who have at least $1 million in assets. Oneamerica Securities, Inc provides a number 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 fees largely are based on which services are provided. Fee types billed by Oneamerica Securities, Inc can consist of some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

1 year

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

Katherine Bennett Work History

Katherine has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

American United Life

2022 - Present (2 years)

Oneamerica Securities

2021 - 2022 (1 year)

Fisher Investments

2020 - 2021 (1 year)

Pacific Investment Management Complany LLC

2020 - 2021 (1 year)

Pimco Investments LLC

2018 - 2020 (2 years)

Alps Fund Services, Inc

2015 - 2018 (3 years)

Alps Holdings

2013 - 2015 (2 years)

Stradley Ronon Stevens & Young

*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 Katherine Bennett 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

Dave Guzman
Indianapolis, IN
Albert Alguadich
Cape Coral, FL
Russell Tepper
Parsippany, NJ
Christa Fandrich
San Diego, CA
Jeremy Lloyd
Carmel, IN
April Coleman
Indianapolis, IN
Adam Fenster
Hollywood, FL
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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