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Gene Patrick Berry

ONEAMERICA ASSET MANAGEMENT, LLC·INDIANAPOLIS, Indiana
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ONE AMERICAN SQUARE, INDIANAPOLIS, IN 46206CRD# 5907014Firm CRD# 165929
01

About

Gene Patrick Berry 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
View all advisors at ONEAMERICA ASSET MANAGEMENT, LLC →
Services
Pension consulting
Security ratings or pricing services
Market timing services
Educational seminars/workshops
Charitable organization or education services
Other
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Background

Compensation
Percentage of AUM
Subscription fees
Other: THIRD PARTY INVESTMENT ADVISER SERVICES/PRIVATE PLACEMENTS CO-PA
Regulatory
SEC/IARD CRD# 5907014
Firm CRD# 165929
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Gene Patrick Berry offer?
Gene Patrick Berry specializes in Retirement Planning, Financial Education. Contact their office in INDIANAPOLIS, Indiana for a consultation.
What are Gene Patrick Berry's credentials?
Gene Patrick Berry is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Gene Patrick Berry located?
Gene Patrick Berry 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 Gene Patrick Berry charge for services?
Gene Patrick Berry'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.
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Nearby cities in Indiana
CARMEL (128)FORT WAYNE (127)EVANSVILLE (41)SOUTH BEND (37)GOSHEN (32)
City Guides
CARMEL GuideFORT WAYNE GuideEVANSVILLE GuideSOUTH BEND GuideGOSHEN Guide
Research
Advisor Fees in IndianaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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