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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
4906 Temple Avenue, Evansville, IN, 47715
Get directionsRegulatory History (1)
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Criminal
January 2012Final Disposition
Other Business ActivitiesSells Insurance
Barrett is involved in non-variable insurance sales, specifically fixed life and fixed annuities. The filing does not specify the amount of time spent on this activity.
Employment History
Current Registrations
Oneamerica Securities, INC. Broker
November 2016 - Present · 9 yrs 2 mos
Oneamerica Securities, INC.
November 2016 - Present · 9 yrs 2 mos
Previous Registrations
Prudential Financial Planning Services
March 2013 - November 2016 · 3 yrs 8 mos
Pruco Securities, LLC. Broker
December 2011 - November 2016 · 4 yrs 11 mos
State Registrations5 states
CAGAILINKY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.