David Tuzson
David Tuzson is a registered investment advisor at Oneamerica Securities, INC., based in Indianapolis, IN, with 30 years of industry experience. David 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
One American Square, Indianapolis, IN, 46282
Get directionsHistory
Regulatory History (1)
Judgment / Lien
May 2023Other Business ActivitiesSells Insurance
David is involved in non-variable insurance sales through Clarity Financial, focusing on fixed life and fixed annuities. He also serves as a board member for Community Christian School Foundation.
Employment History
Current Registrations
Oneamerica Securities, INC.
Oneamerica Securities, INC.Broker
Previous Registrations
The O.N. Equity Sales CompanyBroker
On Investment Management CO
United Heritage Financial Services, INC.Broker
Financial Network Investment CorporationBroker
State Registrations11 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.