Norman Nadeau
Norman Nadeau is a registered investment advisor at Oneamerica Securities, INC., based in Amston, CT, with 29 years of industry experience. Norman operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning. Their firm serves 2,118 clients with $300M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
OneAmerica Securities (OAS) offers investment management through various programs, including:
- Portfolio Choice Program: Offered through arrangements with Envestnet, Sawtooth, and Lockwood. These programs include Discretionary Management Programs, Separately Managed Account Programs, and Unified Managed Account Programs. OAS representatives do not have discretionary investment authority in these programs.
- Advisor Managed Portfolios (AMP): OAS representatives serve as the account managers on a discretionary basis.
Fees are based on a percentage of the assets managed, generally between 0.25% and 2.00%. The fee is agreed upon by the representative and the client and depends on the account type, investments selected, and assets under management.
Location
Amston, CT
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Regulatory History (1)
Customer Dispute
May 2015Other Business ActivitiesSells Insurance
Norman sells non-variable insurance products, including fixed life, fixed annuities, health, and property and casualty insurance. He is also an owner/director of Project Feeds, a renewable energy consultant, an independent contractor as a bail enforcement agent for the State of Connecticut, and a self-employed author.
Employment History
Current Registrations
Oneamerica Securities, INC.
Oneamerica Securities, INC.Broker
Previous Registrations
New England Securities Corporation
New England SecuritiesBroker
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
Washington Square Securities, INC.
Washington Square Securities, INC.Broker
United Securities Group, INC.Broker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations6 states
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.