John Broyles is a CFP-designated registered investment advisor at Oneamerica Securities, INC., based in Bozeman, MT, with 14 years of industry experience. John 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Overall advisory fees generally range from 0.25% to 2.00% of assets under management, depending on the program and investments selected.
Fee Estimator
Location
Bozeman, MT
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business Activities
John owns DownHome Trucking, LLC, a freight truck leasing company.
Employment History
Current Registrations
Oneamerica Securities, INC.
Oneamerica Securities, INC.Broker
Oneamerica Securities, INC.
Previous Registrations
Van Hulzen Asset Management
Oneamerica Securities, INC.Broker
Oneamerica Securities, INC.
Dunham & Associates Investment Counsel, INC.Broker
State Registrations2 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.
Exams
More Advisors
- Tyson Hunter, CFPCetera Investment Advisers LLC
- Lauren Peck, CFPLPL Financial LLC
- Jeremy Ragar, CFA, CFPMission Wealth Management, LP
- Alex Buell, CFPEdward Jones
- Mike Monteith, CFPMonteith Wealth
- Jared Hauskins, CFP, ChFCEdward Jones