linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Kellen S Woods

Oneamerica Securities, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Kellen? Claim Your Profile

About Kellen S Woods

Kellen Woods is an investment advisor representative at Oneamerica Securities, Inc. Kellen Woods has been working in the financial industry since 2021 and is licensed to provide advisory services in Indiana, Kentucky, Texas and Wisconsin. Kellen Woods is also registered as a Registered Representative in DC, IL, IN, IA, KY, OH, TX and WI. Kellen Woods offers financial planning, portfolio management, and educational seminars. Kellen Woods's current employer, Oneamerica Securities, Inc. is a large financial firm that provides a variety of financial services to individuals, businesses, and institutions.

Firm Information

Kellen Woods 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.

check

financial planning services

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

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

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

check

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Kellen Woods’s Registration & Firm History

IN

01/01/2025 - Present

Oneamerica Securities, Inc. (INDIANAPOLIS IN)

Not sure if Kellen S Woods is right for you?

Licenses & Designations

IA

Issued 08/09/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/26/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kellen S Woods.
Not sure if Kellen S Woods is right for you?