Todd
Vanderwall

Oneamerica Securities, Inc

CRD#3004544
Investment Advisor
in Grand Rapids, MI

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About this Advisor

Todd Vanderwall is a financial advisor based in Grand Rapids, Michigan who has 5 years of relevant experience. Vanderwall currently works for Oneamerica Securities, Inc. Throughout their career, they have worked at Bertsch Co, City Of Grand Rapids Fire Dept, Jct Installations, American United Life Insurance Company and Oneamerica Securities, Inc. Vanderwall has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Florida and Michigan. Oneamerica Securities, Inc is a firm headquartered in Indianapolis, IN. The firm has offices in 107 locations and a total of 357 financial advisors. It administers $158 million in total assets among its 1,970 client accounts, making it one of the mid-sized financial advisory firms in the United States by assets under management. Of its 1,970 accounts, just 2% are associated with high-net-worth clients who have at least $1 million in assets available to invest. The firm performs a broad range 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 for financial advice typically vary depending on the type of financial services. However, fee types billed by Oneamerica Securities, Inc may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

5 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

3333 Deposit Drive Ne Suite 310
Grand Rapids, MI 49546

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Oneamerica Securities, Inc Brokerage Details

Total Assets Under Management

$158,033,391

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

357

MI Average: 46
Total Number of Accounts

1,970

MI Average: 1,775
Average Account Size

$80,220

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

Todd Vanderwall Work History

Todd has been registered as a financial advisor for 5 years.*

1998 - Present (26 years)

American United Life Insurance Company

1998 - Present (26 years)

Oneamerica Securities, Inc

1996 - 2020 (24 years)

Jct Installations

1994 - 2020 (26 years)

Bertsch Co

1993 - 2022 (29 years)

City Of Grand Rapids Fire Dept

*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 Todd Vanderwall 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

Christa Fandrich
San Diego, CA
Stuart Beswick
Nampa, ID
Katherine Bennett
Indianapolis, IN
Adam Fenster
Hollywood, FL
Nathaniel Hudson
Indianapolis, IN
John Weller
Carmel, IN
Byron Smith
Loveland, OH
Russell Tepper
Parsippany, NJ

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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