Elizabeth
Stembridge

Oneamerica Securities, Inc

CRD#2468852
Investment Advisor
in Indianapolis, IN

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About this Advisor

Elizabeth Stembridge is a chartered financial consultant working out of Indianapolis, Indiana. Stembridge is on the advisory team at Oneamerica Securities, Inc. Their career trajectory has included roles at American United Life, Oneamerica Securities and The O.N. Equity Sales Company. Stembridge maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Arizona, Colorado, Kansas, Missouri and Texas. Oneamerica Securities, Inc is an advisory company that has its headquarters in Indianapolis, IN. The investment advisory business has offices in 107 locations and a total of 357 people on staff. It manages $158 million in assets under management between 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 customer accounts, just 2% are associated with high-net-worth investors who have greater than $1 million in investable assets. Oneamerica Securities, Inc performs a broad array 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. Financial management fee schedules largely depend on which services the firm provides the client. Fees charged by Oneamerica Securities, Inc most likely consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, Chartered Financial Consultant

Years Registered*

less than 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

Elizabeth Stembridge Work History

Elizabeth has been registered as a financial advisor for 0 years.*

2023 - Present (1 year)

Oneamerica Securities

2022 - Present (2 years)

American United Life

2002 - 2023 (21 years)

The O.N. Equity Sales Company

*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 Elizabeth Stembridge 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
James Hightower
Indianapolis, IN
Michael Hammersley
Columbus, OH
Stuart Beswick
Nampa, ID
Collin Jamieson
Newport Beach, CA
Tina Booze
Indianapolis, IN
Adam Fenster
Hollywood, FL
John Weller
Carmel, IN

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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