Elliott Nicolle Wehrle
Investment adviser representative at Oneamerica Securities, Inc.
10 yearsExperience
1 stateRegistered 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
10 years in the industry.
- Oneamerica Securities, Inc.Aug 2026 to now
- American United LifeJul 2026 to now
- Madison PooleDec 2025 to Jul 2026
- Idaho Central Credit UnionFeb 2022 to Dec 2025
- Blackfoot High SchoolAug 2018 to Jun 2022
- Mountain View Middle SchoolJul 2016 to Jul 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (ID).
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
- 7966729
- Firm CRD
- 4173