James
Thein
Oneamerica Securities, Inc
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About this Advisor
James Thein is a financial advisor based in Dayton, Ohio with 2 years of industry experience. Thein is on the advisory team at Oneamerica Securities, Inc. Their career trajectory has included roles at American United Life, Oneamerica Securities, Thein Financial Group and The O.N. Equity Sales Company. Thein maintains a Series 63 license, qualifying them as a securities broker, and is approved to work in Michigan, Ohio and West Virginia. Oneamerica Securities, Inc is a company based in Indianapolis, IN. The firm has offices in 107 locations and a total of 357 advisors. It handles $158 million in total assets among its 1,970 accounts, making it one of the mid-sized financial advisory firms in the country by assets under management. Of its 1,970 client accounts, just 2% belong to high-net-worth investors who have greater than $1 million in investable assets. The firm has a broad assortment 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. Financial management fees usually are based on which services the firm provides the client. However, fees charged by Oneamerica Securities, Inc 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
James Thein Work History
James has been registered as a financial advisor for 2 years.*
Oneamerica Securities
American United Life
Thein Financial Group
The O.N. Equity Sales Company
*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 James Thein 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
Hollywood, FL
Indianapolis, IN
Parsippany, NJ
Indianapolis, IN
Indianapolis, IN
Carmel, IN
Columbus, OH
Cape Coral, FL
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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