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CFP
AD
CFP

Aleksander Dabrowski

19 Years of Experience
1 DisclosureBrokerSells Insurance

Aleksander Dabrowski is a CFP-designated registered investment advisor at Oneamerica Securities, INC., based in Lincolnshire, IL, with 19 years of industry experience. Aleksander 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
348 advisors
Number of Clients
2,118 clients
Average Client Portfolio
$142K average
Assets Under Management
$299.9M

Fee Structure

Investment management only (planning not offered)

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.

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Location

100 Tri State International, Suite 145, Lincolnshire, IL, 60069

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History

Regulatory History (1)
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Employment Separation After Allegations
May 2017
Other Business ActivitiesSells Insurance

Aleksander sells non-variable insurance products, specifically fixed life and fixed annuities.

Employment History
Current Registrations
Oneamerica Securities, INC.
May 2017 - Present · 8 yrs 11 mos
Oneamerica Securities, INC.Broker
May 2017 - Present · 8 yrs 11 mos
Previous Registrations
Hornor, Townsend & Kent, INC.
December 2008 - June 2017 · 8 yrs 6 mos
Hornor, Townsend & Kent, INC.Broker
December 2008 - June 2017 · 8 yrs 6 mos
Signator Investors, INC.
January 2007 - December 2008 · 1 yr 11 mos
Signator Investors, INC.Broker
April 2006 - December 2008 · 2 yrs 8 mos
State Registrations1 state
IL
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.