Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
312 advisors
Number of Clients
2,118 clients
Average Client Portfolio
$142K average
Assets Under Management
$299.9M

Fee Structure

Minimum Investment:$5K
Financial Planning:Investment management only

OneAmerica Securities offers various wrap fee programs with fees calculated quarterly based on the average daily fair market value of assets. The total annual fee includes advisory fees paid to OAS, the Advisor Representative, and the Account Manager, as well as brokerage, custody, clearing, and execution fees. The total annual fee ranges vary by program, from 0.25%-3.25%. Minimum investments range from $5,000 to $250,000 depending on the program.

Areas of Practice
Investment Management
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Advisor Information

Office location

One American Square, Indianapolis, IN, 46282

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Regulatory History (1)
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Employment Separation After Allegations
December 2023
Other Business ActivitiesSells Insurance

Blaine sells non-variable insurance products, including fixed life, fixed annuities, and health insurance. He is also the owner/CEO of TriCities Advisors, a financial services firm, and CEO/Owner of Integrity Agency, which focuses on health and life insurance sales.

Employment History
Current Registrations
Oneamerica Securities, INC. Broker
August 2024 - Present · 1 yr 5 mos
Oneamerica Securities, INC.
August 2024 - Present · 1 yr 5 mos
Previous Registrations
Brokers Financial
February 2021 - January 2024 · 2 yrs 11 mos
Brokers International Financial Services, LLC. Broker
February 2021 - January 2024 · 2 yrs 11 mos
Independent Advisor Alliance, LLC
January 2020 - November 2020 · 10 mos
LPL Financial LLC
March 2004 - May 2020 · 16 yrs 2 mos
LPL Financial LLC Broker
January 2003 - November 2020 · 17 yrs 10 mos
Edward Jones Broker
March 2001 - January 2003 · 1 yr 10 mos
State Registrations3 states
SCTNVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.