Vikas
Issar

Oneamerica Securities, Inc

CRD#6572033
Investment Advisor
in Auburndale, MA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Vikas Issar is a financial advisor who works out of Auburndale, Massachusetts with 7 years of relevant experience. Issar is currently employed by Oneamerica Securities, Inc. Their career trajectory has included roles at American United Life, Oneamerica Securities, Kpmg Llp, Alverez & Marsal and Ernst & Young Llp. Issar has Series 65 and Series 63 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to advise clients in Massachusetts. Oneamerica Securities, Inc is an advisory business based out of Indianapolis, IN. It has offices in 107 locations and a total of 357 employees. It manages $158 million in total assets between its 1,970 client accounts, making it one of the mid-sized investment advisory firms in the nation by assets under management. Of its 1,970 client accounts, just 2% are held by high-net-worth clients who have more than $1 million in investable assets. Oneamerica Securities, Inc has a diverse range 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. Fees charged by financial advisors vary depending on which service is provided. However, fees billed by Oneamerica Securities, Inc likely consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65, Series 63

Years Registered*

7 years

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

134 Rumford Ave Suite 201
Auburndale, MA 02466

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Oneamerica Securities, Inc Brokerage Details

Total Assets Under Management

$158,033,391

MA Average: $1,347,246,178
Total Number of Employees

357

MA Average: 46
Total Number of Accounts

1,970

MA Average: 1,775
Average Account Size

$80,220

MA 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

Vikas Issar Work History

Vikas has been registered as a financial advisor for 7 years.*

2015 - Present (9 years)

American United Life

2015 - Present (9 years)

Oneamerica Securities

2014 - 2015 (1 year)

Kpmg Llp

2013 - 2014 (1 year)

Alverez & Marsal

2004 - 2013 (9 years)

Ernst & Young Llp

*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 Vikas Issar 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
Byron Smith
Loveland, OH
Russell Tepper
Parsippany, NJ
Tina Booze
Indianapolis, IN
James Hightower
Indianapolis, IN
Adam Fenster
Hollywood, FL
Jeremy Lloyd
Carmel, IN
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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started