Wade
Schmidt
Oneamerica Securities, Inc
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About this Advisor
Wade Schmidt is a financial advisor working out of Matthews, North Carolina, who has 1 year of industry experience. Schmidt works at Oneamerica Securities, Inc. During their career, the advisor has held roles at T Rowe Price, Edward Jones, Lyft Inc, Lpl Financial, LLC, Independent Advisor Alliance, LLC, American United Life and Oneamerica Securities. Schmidt holds Series 63 and Series 66 licenses, qualifying them as a securities representative, and is registered to operate in North Carolina. Oneamerica Securities, Inc is a firm based in Indianapolis, IN. It has offices in 107 locations and a total of 357 employees. It administers $158 million in assets across its 1,970 client accounts, making it one of the mid-sized 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 at least $1 million in investable assets. Oneamerica Securities, Inc performs a diverse array 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 usually depend on which services the firm provides the client. However, fee types charged by Oneamerica Securities, Inc most likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Oneamerica Securities, Inc Brokerage Details
$158,033,391
357
1,970
$80,220
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
Wade has been registered as a financial advisor for 1 years.*
American United Life
Oneamerica Securities
Lpl Financial, LLC
Independent Advisor Alliance, LLC
Edward Jones
Lyft Inc
T Rowe Price
*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 Wade Schmidt 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
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Newport Beach, CA
Indianapolis, IN
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Indianapolis, IN
Indianapolis, 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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