Tracey Dean
Investment adviser representative at Oneamerica Securities, Inc.
14 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$306.1MFirm assets
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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
14 years in the industry.
- Oneamerica Securities, Inc.Apr 2025 to now
- American United LifeMar 2025 to now
- Ip Financial Advisory ServicesFeb 2020 to Feb 2025
- Innovation Partners LLCJan 2017 to Feb 2025
- Lincoln InvestmentJan 2017 to Oct 2017
- Legend Equities CorporationDec 2012 to Jan 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 3 states (CA, TX, UT).
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
- 4824667
- Firm CRD
- 4173