Zachary P Laake
Investment adviser representative at Oneamerica Securities, Inc.
15 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
15 years in the industry.
- Oneamerica Securities, Inc.Oct 2022 to now
- American United LifeMar 2011 to now
- Allstate Financial AdvisorsOct 2018 to Sep 2022
- Allstate Financial ServicesOct 2018 to Sep 2022
- Mwc InsuranceOct 2018 to Mar 2022
- Csb ContractorsMar 2015 to Oct 2018
- Oneamerica SecuritiesMar 2011 to Nov 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2005
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 1 state (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
- 4975774
- Firm CRD
- 4173