Janet
Scudder

Oneamerica Securities, Inc

CRD#5406171
Investment Advisor
in Richmond, TX

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About this Advisor

Janet Scudder is a certified financial planner who works out of Richmond, Texas, who has 1 year of industry experience. Scudder is on the advisory team at Oneamerica Securities, Inc. Throughout their career, Scudder has worked at J.S. Scudder, Cpa, Nylife Securities LLC, Eagle Strategies LLC, Hbw Advisory Services LLC, Heritage Living Trust, Next Financial Group, Hd Vest Investment Services, Hd Vest Advisory Services, Hd Vest Insurance Agency, LLC, Penn Mutual Life Ins Co, Hornor Townsend & Kent LLC, Oneamerica Securities and American United Life. Scudder holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to operate in Texas. Oneamerica Securities, Inc is a company that has its headquarters in Indianapolis, IN. The investment advisory business has offices in 107 locations and a total of 357 employees. It has $158 million in total assets between its 1,970 accounts, making it one of the mid-sized financial advisory 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 more than $1 million in assets available to invest. The advisory firm has a number 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. Financial advisory fee schedules typically vary depending on the financial services. Fee types billed by Oneamerica Securities, Inc most likely consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

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

7122 Tara Drive
Richmond, TX 77469

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Oneamerica Securities, Inc Brokerage Details

Total Assets Under Management

$158,033,391

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

357

TX Average: 46
Total Number of Accounts

1,970

TX Average: 1,775
Average Account Size

$80,220

TX 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

Janet Scudder Work History

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

2022 - Present (2 years)

Oneamerica Securities

2021 - Present (3 years)

American United Life

2019 - 2019 (< 1 year)

Hd Vest Investment Services

2019 - 2019 (< 1 year)

Hd Vest Advisory Services

2019 - 2019 (< 1 year)

Hd Vest Insurance Agency, LLC

2019 - 2022 (3 years)

Penn Mutual Life Ins Co

2019 - 2022 (3 years)

Hornor Townsend & Kent LLC

2015 - 2019 (4 years)

Next Financial Group

2014 - 2019 (5 years)

Heritage Living Trust

2013 - 2014 (1 year)

Hbw Advisory Services LLC

2011 - 2013 (2 years)

Nylife Securities LLC

2011 - 2013 (2 years)

Eagle Strategies LLC

2009 - 2022 (13 years)

J.S. Scudder, Cpa

*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 Janet Scudder 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

April Coleman
Indianapolis, IN
Nathaniel Hudson
Indianapolis, IN
Stuart Beswick
Nampa, ID
Tina Booze
Indianapolis, IN
Adam Fenster
Hollywood, FL
Dave Guzman
Indianapolis, IN
Byron Smith
Loveland, OH
Albert Alguadich
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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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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