ONEAMERICA SECURITIES, INC.

Overview

OneAmerica Securities, Inc. operates as an independent broker‑dealer with a distribution and advisory focus on individual and family clients. The firm blends brokerage and insurance capabilities, offering financial planning, portfolio management for individuals and small businesses, pension consulting support and educational seminars. Its advisory billing mixes percentage‑of‑AUM, hourly and fixed fees, while brokerage and insurance products remain part of the product mix. Investment behavior is equity‑centric: the firm’s managed assets are concentrated in exchange‑traded equities, reflecting a preference for liquid, transparent positions that can be deployed across client accounts. That equity tilt is supplemented by mutual funds and annuities for core or guaranteed components, and the firm also allocates to hedge funds as an alternative sleeve for qualified clients. The combined model positions OneAmerica Securities to pair investment management with insurance solutions—particularly for clients seeking retirement income planning or insurance‑linked products.

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