AT

Alexander J Taulien

1 Year of Experience

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

421 Emery Drive, Hoover, AL, 35244

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Alexander sells non-variable insurance products, including fixed life and fixed annuities. He is also involved in several other ventures, including Better Call Tauls, LLC, North Alabama Hockey Association, Hockey Players in Business, Standing Tauls Against Cancer, and Baker Camp Arnold Capital Management.

Employment History
Current Registrations
Oneamerica Securities, INC.
March 2025 - Present · 10 mos
Oneamerica Securities, INC. Broker
August 2024 - Present · 1 yr 5 mos
State Registrations3 states
ALSCWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.