ONEAMERICA INVESTMENT ADVISORY SERVICES LLC

One American Square
Indianapolis, Indiana 46206
Tel: 317-285-1618

About ONEAMERICA INVESTMENT ADVISORY SERVICES LLC

ONEAMERICA INVESTMENT ADVISORY SERVICES LLC, formally registered with the SEC as ONEAMERICA INVESTMENT ADVISORY SERVICES LLC. The firm was established in 10/17/2016. They have over 3 offices throughout the country.

ONEAMERICA INVESTMENT ADVISORY SERVICES LLC is a Indianapolis, Indiana based Financial Planning firm with nearly $5,613,160,459 assets under management, offering retirement planning & investment advisory services to 236 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	285390
SEC#	801-108528
Assets Managed by Firm	$5,613,160,459
No. of Clients	236
No. of Advisors	6

Fee Structure

A Percentage of AUM

Advisory Services Provided

Pension Consulting Services

Firm Client Information

	No. of Clients	AUM
Firm Total	236	$5,613,160,459
Pension and profit sharing plans	236	$5,613,160,459

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40/86 ADVISORS, INC. 535 N. College Drive Carmel, IN, 46032	$24,468,049,188	15	77
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