Richard
Russell

Oneamerica Securities, Inc

CRD#2448664
Investment Advisor
in Farmington, MI

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About this Advisor

Richard Russell is a financial advisor based in Farmington, Michigan, working with Oneamerica Securities, Inc. Richard has previously held positions at Proequities, Inc, American United Life, Oneamerica Securities, and Northstar Plan Services. Richard has passed the Series 63 regulatory exam and is registered to provide services in Michigan. Currently, Richard is part of Oneamerica Securities, Inc, which operates out of Farmington, Michigan. The firm has 127 offices and 353 employees. The firm manages assets totaling $264.4 million and serves high-net-worth clients. The services offered by the firm include 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. The fee structure at Oneamerica Securities, Inc includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant

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

32000 Northwestern Highway Suite 255
Farmington, MI 48334

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Oneamerica Securities, Inc Brokerage Details

Total Assets Under Management

$264,377,933

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

353

MI Average: 46
Total Number of Accounts

2,804

MI Average: 1,775
Average Account Size

$94,286

MI 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

Richard Russell Work History

2021 - Present (3 years)

Oneamerica Securities

1973 - Present (51 years)

American United Life

2017 - 2019 (2 years)

Proequities, Inc

2001 - 2017 (16 years)

Oneamerica Securities

1997 - 2021 (24 years)

Northstar Plan Services

Disclosures

Please visit the SEC profile of Richard Russell 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

Kailen Cook
Carlsbad, CA
William Fox
Indianapolis, IN
Byron Smith
South Lebanon, OH
David Medina
Concord, CA
Bryan Hoffman
Indianapolis, IN
Laura Rozek-Dill
Indianapolis, IN
Arnold Dorman
Indianapolis, IN
Conor Delaney
Indianapolis, IN

The content in this profile was updated by SmartAsset on 6/19/2024. 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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