Claim Profile
EG

Erin Lee Garrett

ONEAMERICA ASSET MANAGEMENT, LLC·INDIANAPOLIS, Indiana
Unclaimed Profile
ONE AMERICAN SQUARE, INDIANAPOLIS, IN 46206CRD# 7245800Firm CRD# 165929
01

About

Erin Lee Garrett is a registered financial advisor based in INDIANAPOLIS, Indiana, affiliated with ONEAMERICA ASSET MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Financial Education
Client Types
Pension & Retirement Plans
Nonprofits & Foundations
03

Firm Overview

Firm
ONEAMERICA ASSET MANAGEMENT, LLC
ONEAMERICA ASSET MANAGEMENT, LLC
AUM
$25.9B
Regulatory assets under management
Employees
37
Total firm employees
Services
Pension consulting
Security ratings or pricing services
Market timing services
Educational seminars/workshops
Charitable organization or education services
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Other: THIRD PARTY INVESTMENT ADVISER SERVICES/PRIVATE PLACEMENTS CO-PA
Regulatory
SEC/IARD CRD# 7245800
Firm CRD# 165929
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in INDIANAPOLIS?

Browse all registered financial advisors in INDIANAPOLIS, Indiana or claim this profile if it's yours.

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Erin Lee Garrett offer?
Erin Lee Garrett specializes in Retirement Planning, Financial Education. Contact their office in INDIANAPOLIS, Indiana for a consultation.
What are Erin Lee Garrett's credentials?
Erin Lee Garrett is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Erin Lee Garrett located?
Erin Lee Garrett is based in INDIANAPOLIS, Indiana, working with ONEAMERICA ASSET MANAGEMENT, LLC. Their office serves clients in the INDIANAPOLIS metropolitan area and surrounding communities.
How does Erin Lee Garrett charge for services?
Erin Lee Garrett's firm is compensated through percentage of aum, subscription fees, other: third party investment adviser services/private placements co-pa. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ONEAMERICA ASSET MANAGEMENT, LLC?
ONEAMERICA ASSET MANAGEMENT, LLC has approximately 37 employees and manages $25.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Browse by specialty