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ME
ChFC
ME
ChFC

Michael Epps

Oneamerica Securities, INC.
15 Years of Experience
Greenbelt, MD
2 DisclosuresBrokerSells Insurance
View SEC Summary
View SEC Summary

Michael Epps is a ChFC-designated registered investment advisor at Oneamerica Securities, INC., based in Greenbelt, MD, with 15 years of industry experience. Michael is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Annuities, Education Planning, Estate Planning, Investment Management, and 2 more. Their firm serves 2,300 clients with $310M in assets under management.

Oneamerica Securities, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
343 advisors
Number of Clients
2,300 clients
Average Client Portfolio
$133K average
Assets Under Management
$306.1M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Overall advisory fees generally range from 0.25% to 2.00% of assets under management, depending on the program and investments selected.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

6411 Ivy Lane, Suite 602, Greenbelt, MD, 20770

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Criminal
May 1980
Final Disposition
Criminal
March 1977
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Michael sells non-variable insurance products, including fixed life and fixed annuities. The filing does not specify the amount of time spent on this activity.

Employment History
Current Registrations
Oneamerica Securities, INC.Broker
June 2022 - Present · 4 yrs 4 mos
Oneamerica Securities, INC.
June 2022 - Present · 4 yrs 4 mos
Previous Registrations
MML Investors Services, LLC
March 2020 - June 2022 · 2 yrs 3 mos
MML Investors Services, LLCBroker
November 2018 - June 2022 · 3 yrs 7 mos
Securian Financial Services, INC.Broker
August 2016 - August 2018 · 2 yrs
First Command Advisory Services
December 2015 - August 2016 · 8 mos
First Command Financial Planning, INC.
December 2011 - December 2015 · 4 yrs
First Command Financial Planning, INC.Broker
March 2011 - August 2016 · 5 yrs 5 mos
State Registrations7 states
DCMDNCNYPATXVA
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.
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