Unclaimed Profile

Gene Patrick Berry

ONEAMERICA ASSET MANAGEMENT, LLC·INDIANAPOLIS, Indiana

Clean recordONEAMERICA ASSET MANAGEMENT, LLC

ONE AMERICAN SQUARE, INDIANAPOLIS, IN 46206CRD# 5907014Firm CRD# 165929

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Gene Patrick Berry · INDIANAPOLIS, IN

Registration

CRD #5907014 · ONEAMERICA ASSET MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Retirement Planning

Financial Education

Client Types

Pension & Retirement Plans

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

ONEAMERICA ASSET MANAGEMENT, LLC

AUM

$25.9B

Regulatory assets under management

Employees

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

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

View on FINRA BrokerCheck →

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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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