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Michael David Rappaport

Oneamerica Securities, Inc.

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About Michael David Rappaport

Michael David Rappaport is an Investment Advisor Representative at OneAmerica Securities, Inc. Michael is registered with the state of California, Washington and Wyoming. Michael holds the Series 65 license. Michael's firm has an office in Indianapolis, Indiana, and in Redlands, California. OneAmerica Securities, Inc. manages over $264,000,000 in assets for over 7,900 clients. Michael's firm offers portfolio management services for individuals and businesses. The firm also offers financial planning services, educational seminars and selection of other advisors.

Firm Information

Michael Rappaport 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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Michael Rappaport’s Registration & Firm History

IN

01/31/2023 - Present

Oneamerica Securities, Inc. (INDIANAPOLIS IN)

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Licenses & Designations

IA

Issued 11/27/2017

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michael David Rappaport.
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