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Michael A Epps

Investment adviser representative at Oneamerica Securities, Inc.
13 yearsExperience
7 statesRegistered in
ChFC®Designation
$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

13 years in the industry.

  1. Oneamerica Securities, Inc.Jun 2022 to now
  2. American United LifeJun 2022 to now
  3. MML Investors ServicesNov 2018 to Jun 2022
  4. MassmutualJul 2018 to Jun 2022
  5. Minnesota Life Insurance Co.Aug 2016 to Jul 2018
  6. Securian Capital of the ChesapeakeAug 2016 to Jul 2018
  7. Securian Financial Services, Inc.Aug 2016 to Jul 2018
  8. Fiscal Vision FinanceJun 2013 to Jun 2022

Designations

  • ChFC®

Exams passed

  • Series 63 · Uniform Securities Agent State Law2010
  • Series 65 · Uniform Investment Adviser Law2020

State registrations

Registered as an investment adviser representative in 7 states (DC, MD, NC, NY, PA, TX, VA).

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
5867606
Firm CRD
4173
Advisor's SEC record (opens in a new tab)
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