Andrew G Rosner
Investment adviser representative at Oneamerica Securities, Inc.
11 yearsExperience
11 statesRegistered in
$306.1MFirm assets
27 yearsFirm in business
Are you Andrew G Rosner? Claim your profile
Contact this firm
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.Jan 2024 to now
- American United LifeOct 2019 to now
- Woodbury Financial Services IncMay 2018 to Dec 2023
- Epstein and White Financial LLCFeb 2016 to May 2018
- Eqis Capital Management, Inc.Oct 2015 to May 2018
- Epstein and White Retirement Income Solutions, LLCSep 2015 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2012
- Series 63 · Uniform Securities Agent State Law2018
State registrations
Registered as an investment adviser representative in 11 states (AZ, CA, FL, IL, NE, NV, OH, OR, TX, 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
- 6037941
- Firm CRD
- 4173