Katherine
Bennett
Oneamerica Securities, Inc
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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
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
Katherine Bennett Work History
Katherine has been registered as a financial advisor for 1 years.*
American United Life
Oneamerica Securities
Fisher Investments
Pacific Investment Management Complany LLC
Pimco Investments LLC
Alps Fund Services, Inc
Alps Holdings
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
Indianapolis, IN
Cape Coral, FL
Parsippany, NJ
San Diego, CA
Carmel, IN
Indianapolis, IN
Hollywood, FL
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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