Stephen Wagstaff
Stephen Wagstaff is a registered investment advisor at Oneamerica Securities, INC., based in Gilbert, AZ, with 14 years of industry experience. Stephen 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
2915 E Baseline Road, Suite 119, Gilbert, AZ, 85234
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2015Other Business ActivitiesSells Insurance
Stephen sells non-variable insurance products, including fixed life, fixed annuities, and health insurance. He is also a board member for the University of Utah Alumni Association and The Church of Jesus Christ of Latter-Day Saints.
Employment History
Current Registrations
Oneamerica Securities, INC.
Oneamerica Securities, INC.Broker
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
Msi Financial Services, INC.
Msi Financial Services, INC.Broker
AXA Advisors, LLC
AXA Advisors, LLCBroker
State Registrations7 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
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