Richard Dean Shupick
Investment adviser representative at Oneamerica Securities, Inc.
15 yearsExperience
9 statesRegistered 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
15 years in the industry.
- Oneamerica Securities, Inc.Aug 2017 to now
- American United LifeJul 2017 to now
- University of Wyoming Alumni AssociationSep 2016 to Aug 2017
- Various Insurance Carriers for W & R Insurance AgenciesFeb 2011 to Jul 2017
- Waddell and Reed, Inc.Feb 2011 to Jul 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 9 states (AZ, FL, HI, IN, MI, NC, NV, PA, TX).
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
- 3092345
- Firm CRD
- 4173