Blaine Ratliff
Blaine Ratliff is a registered investment advisor at Oneamerica Securities, INC., based in Indianapolis, IN, with 24 years of industry experience. Blaine 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)
Employment Separation After Allegations
December 2023Other Business ActivitiesSells Insurance
Blaine sells non-variable insurance products, including fixed life, fixed annuities, and health insurance. He is also the owner/CEO of TriCities Advisors, a financial services firm, and CEO/Owner of Integrity Agency, which focuses on health and life insurance sales.
Employment History
Current Registrations
Oneamerica Securities, INC.Broker
Oneamerica Securities, INC.
Previous Registrations
Brokers Financial
Brokers International Financial Services, LLC.Broker
Independent Advisor Alliance, LLC
LPL Financial LLC
LPL Financial LLCBroker
Edward JonesBroker
State Registrations4 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.