Peter
Walkey
Oneamerica Securities, Inc
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About this Advisor
Peter Walkey is a financial advisor who works in Indianapolis, Indiana with 1 year of relevant experience. Walkey is currently employed by Oneamerica Securities, Inc. Throughout their career, Walkey has worked at Lighthouse Leadership, Argi Investment Services, National Planning Corporation, Procourse Fiduciary Advisors LLC, Witkemper Financial, Cbiz Investment Advisory Services, LLC, American United Life, Oneamerica Securities, K2A, LLC Dba Witkemper Insurance Group and Procourse Fiduciary Advisors. Walkey maintains 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 Indiana. Oneamerica Securities, Inc is a financial advisory business headquartered in Indianapolis, IN. It has offices in 107 locations and a total of 357 advisors. It controls $158 million in total assets across its 1,970 customer accounts, making it one of 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 greater than $1 million in assets available to invest. The business offers 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. A financial advisor's fees typically vary depending on which services the firm provides the client. Fees charged 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
Peter Walkey Work History
Peter has been registered as a financial advisor for 1 years.*
Oneamerica Securities
American United Life
Cbiz Investment Advisory Services, LLC
Procourse Fiduciary Advisors LLC
Procourse Fiduciary Advisors
Witkemper Financial
Argi Investment Services
National Planning Corporation
K2A, LLC Dba Witkemper Insurance Group
Lighthouse Leadership
*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 Peter Walkey 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
Columbus, OH
Cape Coral, FL
Indianapolis, IN
Indianapolis, IN
Indianapolis, IN
Hollywood, FL
Carmel, IN
Nampa, ID
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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