Ryan
Peterson

Oneamerica Securities, Inc

CRD#4295772
Investment Advisor
in Layton, UT

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About this Advisor

Ryan Peterson is a financial advisor based in Layton, Utah, working with Oneamerica Securities, Inc. Ryan has previously held positions at American United Life, Oneamerica Securities, Tiaa-Cref Individual & Institutional Services, LLC, and Tiaa. Ryan has passed the Series 63 regulatory exam and is registered to provide services in Arizona, Illinois, Nevada, Oregon, Texas, and Utah. Currently, Ryan is part of Oneamerica Securities, Inc, which operates out of Layton, 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, CERTIFIED FINANCIAL PLANNER™

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

920 W Heritage Park Blvd Suite 110
Layton, UT 84041

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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

Ryan Peterson Work History

2021 - Present (3 years)

American United Life

2021 - Present (3 years)

Oneamerica Securities

2006 - 2020 (14 years)

Tiaa-Cref Individual & Institutional Services, LLC

2006 - 2020 (14 years)

Tiaa

Disclosures

Please visit the SEC profile of Ryan Peterson 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

Sean Mcgoff
Indianapolis, IN
Byron Smith
South Lebanon, OH
David Medina
Concord, CA
Kadrina Turner
Indianapolis, IN
Bryan Hoffman
Indianapolis, IN
Arnold Dorman
Indianapolis, IN
Laura Rozek-Dill
Indianapolis, IN
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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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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