EM
EM

Eric Mccreight

5 Years of Experience
Wichita, KS
1 DisclosureBrokerSells Insurance

Eric Mccreight is a registered investment advisor at Oneamerica Securities, INC., based in Wichita, KS, with 5 years of industry experience. Eric 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
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
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Location

216 N Waco Street, Wichita, KS, 67202

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History

Regulatory History (1)
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Criminal
July 1990
Final Disposition
Other Business ActivitiesSells Insurance

Eric sells non-variable insurance products, including fixed life and fixed annuities. He also owns Butler Bees (beekeeping) and Deer Lodge, and is a board member of the LMM Foundation.

Employment History
Current Registrations
Oneamerica Securities, INC.Broker
March 2023 - Present · 3 yrs 7 mos
Oneamerica Securities, INC.
March 2023 - Present · 3 yrs 7 mos
Previous Registrations
On Investment Management CO
October 2021 - March 2023 · 1 yr 5 mos
The O.N. Equity Sales CompanyBroker
July 2021 - March 2023 · 1 yr 8 mos
State Registrations9 states
ALAZCOGAKSMONENMOK
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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