AH
CFP
AH
CFP

Andrew Hudson

20 Years of Experience
BrokerSells Insurance

Andrew Hudson is a CFP-designated registered investment advisor at Oneamerica Securities, INC., based in Indianapolis, IN, with 20 years of industry experience. Andrew 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

One American Square, Indianapolis, IN, 46282

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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

Andrew sells non-variable insurance products (fixed life, fixed annuities, health). He also generates income from sales of his tailgating/camping product, Beergater, and works as an educational presenter of federal benefits and financial literacy topics for 4 Square Financial Literacy Partners.

Employment History
Current Registrations
Oneamerica Securities, INC.
December 2008 - Present · 17 yrs 4 mos
Oneamerica Securities, INC.
November 2008 - Present · 17 yrs 5 mos
Oneamerica Securities, INC.Broker
November 2008 - Present · 17 yrs 5 mos
Previous Registrations
AXA Advisors, LLC
October 2005 - November 2008 · 3 yrs 1 mo
AXA Advisors, LLCBroker
August 2005 - November 2008 · 3 yrs 3 mos
State Registrations32 states
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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.