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Edwin Thauer

Oneamerica Securities, INC.
42 Years of Experience
Grand Rapids, MI
1 DisclosureBrokerSells Insurance
View SEC Summary
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Edwin Thauer is a ChFC-designated registered investment advisor at Oneamerica Securities, INC., based in Grand Rapids, MI, with 42 years of industry experience. Edwin is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Annuities, Education Planning, Estate Planning, Investment Management, and 2 more. Their firm serves 2,300 clients with $310M in assets under management.

Oneamerica Securities, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
343 advisors
Number of Clients
2,300 clients
Average Client Portfolio
$133K average
Assets Under Management
$306.1M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Overall advisory fees generally range from 0.25% to 2.00% of assets under management, depending on the program and investments selected.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

3333 Deposit Drive NE, Suite 310, Grand Rapids, MI, 49546

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
January 2010
Closed-No Action
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Edwin sells non-variable insurance products such as fixed life, fixed annuities, and health insurance. He also owns E&M Florida Properties, LLC, which manages rental properties.

Employment History
Current Registrations
Oneamerica Securities, INC.
December 2016 - Present · 9 yrs 10 mos
Oneamerica Securities, INC.Broker
July 1999 - Present · 27 yrs 3 mos
Previous Registrations
Oneamerica Securities, INC.
February 2010 - December 2013 · 3 yrs 10 mos
Centennial Financial Services, INC.Broker
September 1999 - October 2001 · 2 yrs 1 mo
Centennial Financial Services, INC.Broker
October 1993 - July 1999 · 5 yrs 9 mos
American United Life Insurance CompanyBroker
July 1991 - December 2001 · 10 yrs 5 mos
State First Financial, INC.Broker
October 1990 - September 1993 · 2 yrs 11 mos
Centennial Financial Services, INC.Broker
July 1985 - October 1990 · 5 yrs 3 mos
Mutual Service CorporationBroker
June 1984 - July 1985 · 1 yr 1 mo
State Registrations4 states
COFLHIMI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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Edwin Thauer - Financial Advisor | TrueAdvisor