Drew A Spence
Investment adviser representative at Oneamerica Securities, Inc.
11 yearsExperience
8 statesRegistered 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
11 years in the industry.
- Oneamerica Securities, Inc.Mar 2024 to now
- American United LifeJul 2019 to now
- Osaic Wealth, Inc.Sep 2023 to Feb 2024
- The Ameriflex Group, Inc.Apr 2022 to Feb 2024
- Sagepoint Financial, Inc.Apr 2022 to Sep 2023
- Oneamerica SecuritiesDec 2019 to Apr 2022
- Spence, Cassidy & AssociatesMay 2017 to Jul 2019
- Az GrassrootsJun 2016 to Feb 2017
- University of ArizonaAug 2015 to Aug 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
- Series 63 · Uniform Securities Agent State Law2021
State registrations
Registered as an investment adviser representative in 8 states (AZ, CA, CO, FL, KY, OH, TX, WA).
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
- 7207065
- Firm CRD
- 4173