Dwight Heikkila
Dwight Heikkila is a ChFC-designated registered investment advisor at Oneamerica Securities, INC., based in New Haven, CT, with 45 years of industry experience. Dwight 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
New Haven, CT
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Regulatory History (1)
Employment Separation After Allegations
September 2007Other Business ActivitiesSells Insurance
Dwight sells non-variable insurance products, including fixed life and fixed annuities. He is also a board member of Meals on Wheels of West Los Angeles.
Employment History
Current Registrations
Oneamerica Securities, INC.
Oneamerica Securities, INC.
Oneamerica Securities, INC.Broker
Previous Registrations
First Allied Advisory Services, INC.
First Allied Securities, INC.Broker
Ogilvie Security Advisors CORP
Ogilvie Security Advisors CorporationBroker
AXA Advisors, LLC
AXA Advisors, LLCBroker
1717 Capital Management CompanyBroker
Nylife Securities INC.Broker
Pruco Securities CorporationBroker
The Prudential Insurance Company of AmericaBroker
Equico Securities, INC.Broker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations6 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.