Nicole D Tate
Investment adviser representative at Oneamerica Securities, Inc.
11 yearsExperience
15 statesRegistered in
CFP® certification, ChFC®Designations
$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
11 years in the industry.
- Oneamerica Securities, Inc.Jul 2015 to now
- American United LifeJun 2015 to now
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 65 · Uniform Investment Adviser Law2012
State registrations
Registered as an investment adviser representative in 15 states (FL, GA, IL, IN, KY, MI, NC, NV, OH, PA, SC, TX, VA, WA, WI).
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
- 6022340
- Firm CRD
- 4173