Kathy A Wilson
Investment adviser representative at Oneamerica Securities, Inc.
20 yearsExperience
1 stateRegistered in
$306.1MFirm assets
27 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
20 years in the industry.
- Oneamerica Securities, Inc.Jun 2024 to now
- American United LifeJun 2024 to now
- JPMorgan Chase Bank NAMay 2021 to Jun 2024
- JPMorgan Securities LLCMay 2021 to Jun 2024
- UBS Financial Services Inc.Sep 2019 to May 2021
- JPMorgan Chase Bank NAJan 2017 to Sep 2019
- JPMorgan Securities IncSep 2006 to Sep 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 66 · Uniform Combined State Law2006
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 1 state (IN).
Oneamerica Securities, Inc.
$306.1MAssets managed
2,300Clients
338Advisers
27 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2592002
- Firm CRD
- 4173