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Tyson Cook

27 Years of Experience
Gilbert, AZ
1 DisclosureBrokerSells Insurance

Tyson Cook is a registered investment advisor at Oneamerica Securities, INC., based in Gilbert, AZ, with 27 years of industry experience. Tyson 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
348 advisors
Number of Clients
2,118 clients
Average Client Portfolio
$142K average
Assets Under Management
$299.9M

Fee Structure

Investment management only (planning not offered)

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.

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Location

2915 E Baseline Road, Suite 119, Gilbert, AZ, 85234

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History

Regulatory History (1)
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Customer Dispute
June 2010
Denied
Other Business ActivitiesSells Insurance

Tyson sells non-variable insurance products such as fixed life and fixed annuities. He also owns Cook Financial Group, LLC (insurance sales) and TAC Properties, LLC (real estate property).

Employment History
Current Registrations
Oneamerica Securities, INC.
February 2018 - Present · 8 yrs 3 mos
Oneamerica Securities, INC.Broker
February 2018 - Present · 8 yrs 3 mos
Previous Registrations
MML Investors Services, LLCBroker
March 2017 - February 2018 · 11 mos
MML Investors Services, LLC
March 2017 - February 2018 · 11 mos
Msi Financial Services, INC.
February 2014 - March 2017 · 3 yrs 1 mo
Msi Financial Services, INC.Broker
September 1998 - March 2017 · 18 yrs 6 mos
Metropolitan Life Insurance CompanyBroker
September 1998 - July 2007 · 8 yrs 10 mos
State Registrations16 states
AZCAIDMIMONDNMNVOHOKORPATXUTWAWI
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.