Clark
Larsen

Oneamerica Securities, Inc

CRD#6846746
Investment Advisor
in Midvale, UT

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About this Advisor

Clark Larsen is a financial advisor based in Midvale, Utah, working with Oneamerica Securities, Inc. Clark has previously held positions at Transwest Credit Union, Fidelity Brokerage Services, LLC, Rpt Installations, American United Life, and Oneamerica Securities. Clark has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Arizona, Connecticut, New Mexico, and Utah. Currently, Clark is part of Oneamerica Securities, Inc, which operates out of Midvale, Utah. 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 65

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

1225 E Fort Union Blvd Suite 350
Midvale, UT 84047

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Oneamerica Securities, Inc Brokerage Details

Total Assets Under Management

$264,377,933

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

353

UT Average: 46
Total Number of Accounts

2,804

UT Average: 1,775
Average Account Size

$94,286

UT 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

Clark Larsen Work History

2018 - Present (6 years)

American United Life

2018 - Present (6 years)

Oneamerica Securities

2017 - 2018 (1 year)

Fidelity Brokerage Services, LLC

2014 - 2017 (3 years)

Transwest Credit Union

2014 - 2014 (< 1 year)

Rpt Installations

Disclosures

Please visit the SEC profile of Clark Larsen 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

Justin Gant
Indianapolis, IN
Vikas Issar
Auburndale, MA
Gregory Mcbride
Cantonment, FL
Tracie Reithmann
Scottsdale, AZ
Timothy Connor
Indianapolis, IN
John Broyles
Indianapolis, IN
Sean Mcgoff
Indianapolis, IN
Nathan Mccardell
Lutz, FL

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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