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ONEAMERICA SECURITIES, INC.

INDIANAPOLIS, IN · CRD 4173 · IAPD ↗ · oneamericasecurities.com · 877-285-3863

$306.1MRegulatory AUM
306Advisory reps
340Employees
8795Clients
51-100Planning clients
0Private funds
51States
14Disclosures
wealthSegment
ApprovedSEC status

Filing changes

61
April 2026 — ONEAMERICA SECURITIES, INC. reports 51-100 financial-planning clients, up from 26-50.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
83
April 2026 — ONEAMERICA SECURITIES, INC. grew from 289 to 306 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
75
April 2025 — ONEAMERICA SECURITIES, INC. grew from 282 to 289 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
53
April 2024 — ONEAMERICA SECURITIES, INC. shrank from 287 to 282 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
53
April 2024 — ONEAMERICA SECURITIES, INC. added office(s): 107 -> 127 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
71
April 2024 — ONEAMERICA SECURITIES, INC. reported RAUM up 67% ($158.0M -> $264.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.