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ChFC
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ChFC

Genay Airey

Oneamerica Securities, INC.
39 Years of Experience
Merrillville, IN
BrokerSells Insurance
View SEC Summary
View SEC Summary

Genay Airey is a ChFC-designated registered investment advisor at Oneamerica Securities, INC., based in Merrillville, IN, with 39 years of industry experience. Genay 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
345 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

200 West 84th Drive, Suite B, Merrillville, IN, 46410

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Genay sells non-variable insurance products, including fixed life, fixed annuities, health, and property and casualty insurance. Genay is also the owner of Airey Financial Group and president of The Airey Foundation.

Employment History
Current Registrations
Oneamerica Securities, INC.
February 2002 - Present · 24 yrs 8 mos
Oneamerica Securities, INC.Broker
April 1997 - Present · 29 yrs 6 mos
Previous Registrations
American United Life Insurance CompanyBroker
April 1997 - December 2001 · 4 yrs 8 mos
Pruco Securities CorporationBroker
March 1987 - March 1997 · 10 yrs
State Registrations26 states
ARAZCACOFLIAILINMIMNMOMSMTNCNJNMNVOHORSCSDTNTXVAWIWY
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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