Andrew G Rosner

Oneamerica Securities, INC.

12 Years of Experience

BrokerSells Insurance

View SEC Summary

Areas of Practice

Investment Management

Oneamerica Securities, INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

312 advisors

Number of Clients

2,118 clients

Average Client Portfolio

$142K average

Assets Under Management

$299.9M

Fee Structure

Minimum Investment:$5K

Financial Planning:Investment management only

Location

5857 Owens Ave, Suite 300, Carlsbad, CA, 92008

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business ActivitiesSells Insurance

Andrew sells non-variable insurance products, including fixed life and fixed annuities. He is also a board member of the Fellowship of Christian Athletes and owner/president of Encore Wealth Partners, a financial services company.