Nathan
Smith

Oneamerica Securities, Inc

CRD#4260897
Investment Advisor
in Brandon, SD

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About this Advisor

Nathan Smith is a financial advisor based in Brandon, South Dakota, working with Oneamerica Securities, Inc. Nathan has previously held positions at Woodbury Financial Services, Inc, Ameriprise Financial Services, Inc, World Financial Group, Inc, Transamerica Financial Advisors, Inc, Cetera Adviser Networks LLC, American United Life, and Oneamerica Securities. Nathan has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in South Dakota. Currently, Nathan is part of Oneamerica Securities, Inc, which operates out of Brandon, South Dakota. 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

Series 63, Series 66

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

Brandon, SD

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Oneamerica Securities, Inc Brokerage Details

Total Assets Under Management

$264,377,933

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

353

SD Average: 46
Total Number of Accounts

2,804

SD Average: 1,775
Average Account Size

$94,286

SD 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

Nathan Smith Work History

2023 - Present (1 year)

American United Life

2023 - Present (1 year)

Oneamerica Securities

2022 - 2023 (1 year)

Cetera Adviser Networks LLC

2021 - 2022 (1 year)

World Financial Group, Inc

2021 - 2022 (1 year)

Transamerica Financial Advisors, Inc

2015 - 2021 (6 years)

Ameriprise Financial Services, Inc

2014 - 2014 (< 1 year)

Woodbury Financial Services, Inc

Disclosures

Please visit the SEC profile of Nathan Smith 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

Nathan Mccardell
Lutz, FL
Sean Mcgoff
Indianapolis, IN
David Medina
Concord, CA
Laura Rozek-Dill
Indianapolis, IN
Bryan Hoffman
Indianapolis, IN
Arnold Dorman
Indianapolis, IN
Dwight Heikkila
Los Angeles, CA
Conor Delaney
Indianapolis, IN

The content in this profile was updated by SmartAsset on 6/19/2024. 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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