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Dale Alfred Boehm

Oneamerica Securities, Inc.

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About Dale Alfred Boehm

Dale Boehm is a financial professional with over 16 years of experience in the industry. Dale is currently registered with Oneamerica Securities, Inc. and has been since 2007. Dale's current registration is active in Michigan and he holds Series 6, SIE, and Series 63 licenses. Prior to working with Oneamerica Securities, Inc. Dale was also registered with Oneamerica Securities, Inc. in Michigan. Dale's specialties include financial planning, portfolio management, and pension consulting.

Firm Information

Dale Boehm is currently registered with Oneamerica Securities, Inc.. Oneamerica Securities, Inc. is a corporation formed in 1969 and headquartered in Indianapolis, Indiana. The firm provides financial planning, pension consulting, and educational seminars. They also offer portfolio management for individuals and businesses, as well as selection of other advisors. The firm's regulatory assets under management total $264,377,933, with a total of 2,804 accounts. The firm is registered with the SEC and in all 50 states.
Oneamerica Securities, Inc.

ONE AMERICAN SQUARE

INDIANAPOLIS, IN 46282

$264.38M

Assets Under Management

7,938

Total Clients

716

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Dale Boehm’s Registration & Firm History

MI

03/21/2007 - Present

Oneamerica Securities, Inc. (HOUGHTON LAKE MI)

MI

10/05/2006 - 01/22/2007

ONEAMERICA SECURITIES, INC. (GRAND RAPIDS MI)

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Licenses & Designations

BC

Issued 05/26/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/29/2006

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Dale Alfred Boehm.
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