Leonard
Boord

Oneamerica Securities, Inc

CRD#25926
Investment Advisor
in Dayton, OH

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About this Advisor

Leonard Boord is a chartered financial consultant based out of Dayton, Ohio with 1 year of industry experience. Boord currently works for Oneamerica Securities, Inc. Over the course of their career, Boord has held roles at L. Wesley Boord, Clu, Guardian Life Insurance Co Of America, The O.N. Equity Sales Company, Ohio National Financial Services, Thein Financial Group Inc, American United Life, Oneamerica Securities and The On Equity Sales Company. Boord maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Florida, North Carolina, Ohio and Texas. Oneamerica Securities, Inc is a firm that has its headquarters in Indianapolis, IN. The investment advisory business has offices in 107 locations and a total of 357 financial advisors. It handles $158 million in assets under management across its 1,970 customer accounts, placing it among the mid-sized firms in the United States by assets under management. Of its 1,970 customer accounts, just 2% belong to high-net-worth clients who have more than $1 million in investable assets. Oneamerica Securities, Inc provides a broad assortment 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 advisory services are based on the financial services offered. Fee types charged by Oneamerica Securities, Inc most likely are comprised of some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, Chartered Financial Consultant

Years Registered*

1 year

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

2305 Far Hills Avenue Suite 205
Dayton, OH 45419

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Oneamerica Securities, Inc Brokerage Details

Total Assets Under Management

$158,033,391

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

357

OH Average: 46
Total Number of Accounts

1,970

OH Average: 1,775
Average Account Size

$80,220

OH 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

Leonard Boord Work History

Leonard has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

American United Life

2022 - Present (2 years)

Oneamerica Securities

2021 - 2021 (< 1 year)

American United Life

2021 - 2021 (< 1 year)

Oneamerica Securities

2021 - 2022 (1 year)

The On Equity Sales Company

2008 - 2021 (13 years)

The O.N. Equity Sales Company

2008 - 2022 (14 years)

Ohio National Financial Services

2008 - 2021 (13 years)

Thein Financial Group Inc

2007 - 2021 (14 years)

Guardian Life Insurance Co Of America

1976 - 2021 (45 years)

L. Wesley Boord, Clu

*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 Leonard Boord 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

Tina Booze
Indianapolis, IN
Collin Jamieson
Newport Beach, CA
Michael Hammersley
Columbus, OH
Russell Tepper
Parsippany, NJ
Nathaniel Hudson
Indianapolis, IN
Adam Fenster
Hollywood, FL
Jeremy Lloyd
Carmel, IN
James Hightower
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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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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