Working With You to Navigate Your Investment Objectives and Goals
Our financial professionals can work with you to address any number of various investment needs you may have. Your financial professional will review your individual financial situation and work with you to help you identify your unique investment needs and clarify your objectives. By working with a OneAmerica Securities financial professional, you will have access to a wide range of products and strategies designed to address those objectives and help chart a path towards accomplishing your goals.
As a broker/dealer and registered investment advisor, we offer stock and bond trading, mutual funds, variable annuities, variable life insurance, fee-based asset management and fee-based financial planning.
We Can Tailor the Products & Services We Offer to Suit Your Goals
As a client of OneAmerica Securities, you have access to these products:
- Mutual funds
- Variable annuities
- Variable life insurance
- Group annuities
- Unit investment trusts
- General securities
Fee-based Asset Management & Financial Planning
You can also choose from an extensive selection of third-party money manager platforms.
Our Form CRS specifies the services, fees, costs, conflicts of interest, and disciplinary information of OneAmerica Securities, Inc. This document also includes important questions to discuss with your financial professional.
Our ADV Form specifies the services, fees, assets under management and key personnel at OneAmerica Securities, Inc.
Our Code of Ethics outline the ethical and legal framework in which our Investment Advisor Representatives are required to operate.
Our Client Services Can Be Tailored to Your Investment Objectives
Gain access to information and products that can help you prepare your finances for the future.
- Brokerage accounts through Pershing
- Online account access
- Check-writing services
- Access to consolidated statements
- Cash-management accounts
- Debit cards
- Check writing
- Cost basis reporting and more
- Estate preservation
- College financial planning
- Small business financial planning
- Pension services
- General financial planning
Clients have access to online brokerage account information through NetXInvestor and access to aggregated account access through Vision Investor.
Our financial education pages offer interesting articles, resources and tools on a variety of financial topics for individual clients as well as businesses and employers.
Important Information about the Services We Provide
Our Form CRS, or Client Relationship Summary, contains essential information about OneAmerica Securities, Inc. and important questions to discuss with your financial professional.
Our OAS Disclosures detail the scope of services and programs offered by OneAmerica Securities, Inc., including the costs, compensation and related conflicts of interest associated with holding your account with us. The OAS Disclosures build further upon the topics covered in Form CRS.
Order Routing and Execution Practices
Securities offered through OneAmerica Securities, Inc., a Registered Investment Advisor, Member FINRA, SIPC