Patrick Stap
Investment adviser representative at Oneamerica Securities, Inc.
12 yearsExperience
2 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
12 years in the industry.
- Oneamerica Securities, Inc.Apr 2024 to now
- American United LifeApr 2024 to now
- Aaa NortheastSep 2022 to Mar 2024
- Northwestern Mutual Investment Services LLCAug 2022 to Aug 2022
- Northwestern Mutual Life Insurance CompanyJul 2022 to Aug 2022
- Citizens BankJun 2021 to Jul 2022
- Riverbend Community Mental Health CenterJun 2020 to Jun 2021
- Howard CenterJan 2018 to May 2020
- Saint Michael's CollegeApr 2014 to Dec 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 2 states (MA, NH).
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
- 7581536
- Firm CRD
- 4173