Thomas
Smith
Oneamerica Securities, Inc
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About this Advisor
Thomas Smith is a financial advisor based in Indianapolis, Indiana, with a total of 3 years of relevant experience. Smith is currently employed by Oneamerica Securities, Inc. Over the course of their career, they have held roles at American Funds Service Co, Capital Group, American United Life, Oneamerica Securities and American Funds Distributors, Inc. Smith holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Indiana. Oneamerica Securities, Inc is a registered investment firm headquartered in Indianapolis, IN. The company has offices in 107 locations and a total of 357 financial advisors. It manages $158 million in total assets across its 1,970 accounts, making it one of the mid-sized investment advisory firms in the country by assets under management. Of its 1,970 client accounts, just 2% are associated with high-net-worth individuals who have more than $1 million in assets available to invest. 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. Fees charged by financial advisors typically depend on which services the firm provides the client. Fee types billed by Oneamerica Securities, Inc likely are comprised 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
Thomas Smith Work History
Thomas has been registered as a financial advisor for 3 years.*
Oneamerica Securities
American United Life
American Funds Distributors, Inc
American Funds Service Co
Capital Group
*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 Thomas Smith 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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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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