Stephen Terry Wagstaff
Investment adviser representative at Oneamerica Securities, Inc.
14 yearsExperience
7 statesRegistered in
$306.1MFirm assets
27 yearsFirm in business
Are you Stephen Terry Wagstaff? 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
14 years in the industry.
- Oneamerica Securities, Inc.Feb 2018 to now
- American United LifeJan 2018 to now
- MML Investors Services, LLCMar 2017 to Feb 2018
- Massachusetts Mutual Life Insurance CompanyDec 2016 to Feb 2018
- Msi Financial Services, Inc.Dec 2016 to Mar 2017
- AXA Advisors, LLCJun 2012 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 7 states (AR, AZ, CA, GA, ID, PA, 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
- 6040449
- Firm CRD
- 4173