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Nathan A Smith

Investment adviser representative at Oneamerica Securities, Inc.
11 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

11 years in the industry.

  1. Oneamerica Securities, Inc.Jul 2023 to now
  2. American United LifeJun 2023 to now
  3. Cetera Adviser Networks LLCJul 2022 to Jun 2023
  4. Transamerica Financial Advisors, IncDec 2021 to Jul 2022
  5. World Financial Group, IncNov 2021 to Jul 2022
  6. Ameriprise Financial Services, Inc.Jul 2015 to Oct 2021

Exams passed

  • Series 63 · Uniform Securities Agent State Law2011
  • Series 66 · Uniform Combined State Law2015

State registrations

Registered as an investment adviser representative in 1 state (SD).

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
4260897
Firm CRD
4173
Advisor's SEC record (opens in a new tab)
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