Wade
Schmidt
Oneamerica Securities, Inc
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About this Advisor
Wade Schmidt is a financial advisor based in Matthews, North Carolina, working with Oneamerica Securities, Inc. Wade has previously held positions at T Rowe Price, Edward Jones, Lyft Inc, Lpl Financial, LLC, Independent Advisor Alliance, LLC, American United Life, and Oneamerica Securities. Wade has passed the Series 66 and Series 63 regulatory exams and is registered to provide services in North Carolina. Currently, Wade is part of Oneamerica Securities, Inc, which operates out of Matthews, North Carolina. The firm has 127 offices and 353 employees. The firm manages assets totaling $264.4 million and serves a variety of clients, including high-net-worth individuals. 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
Services Offered
Fee Structure
Office Location
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Oneamerica Securities, Inc Brokerage Details
$264,377,933
353
2,804
$94,286
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
Wade Schmidt Work History
American United Life
Oneamerica Securities
Lpl Financial, LLC
Independent Advisor Alliance, LLC
Edward Jones
Lyft Inc
T Rowe Price
Disclosures
Please visit the SEC profile of Wade Schmidt 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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