Richard M. Meahl

ONEAMERICA SECURITIES

INDIANAPOLIS, IN 46282

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CRD#: 1239039

Professional summary

Richard Michael Meahl, who also goes by Rick M Meahl, Rick Meahl, Richard Meahl, is a registered financial professional currently at ONEAMERICA SECURITIES, INC. located in Indianapolis, Indiana.

Richard is registered as a RR (Registered Representative) and started their career in finance in 1984. Richard has worked at 11 firms and has passed the Series 63, SIE, Series 6 and Series 22 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Rick M Meahl | Rick Meahl | Richard Meahl

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Richard Michael Meahl's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

February 9, 2017 - Present

ONEAMERICA SECURITIES, INC.

Office #1: One American Square, Indianapolis, IN 46282

RIA

CRD#: 4173

INDIANAPOLIS, IN

Past

May 9, 2013 - December 21, 2016

GLOBAL ATLANTIC DISTRIBUTORS, LLC

CRD#: 8326

Mount Dora, FL

Past

February 18, 2011 - January 2, 2013

KESTRA INVESTMENT SERVICES, LLC

CRD#: 42046

ORLANDO, FL

Past

February 17, 2009 - December 1, 2010

SUN LIFE FINANCIAL DISTRIBUTORS, INC.

CRD#: 5496

WELLESLEY HILLS, MA

Past

February 7, 2008 - February 4, 2009

LINCOLN FINANCIAL DISTRIBUTORS, INC.

CRD#: 145

RADNOR, PA

Past

March 14, 1994 - January 9, 2008

GLOBAL ATLANTIC DISTRIBUTORS, LLC

CRD#: 8326

HARTFORD, CT

Past

August 18, 1992 - March 2, 1993

RELATED EQUITIES CORPORATION

CRD#: 11218

NEW YORK, NY

Past

October 25, 1991 - December 31, 1991

BILTMORE SECURITIES, INC.

CRD#: 25023

FT. LAUDERDALE, FL

Past

November 14, 1986 - August 1, 1989

FMC CAPITAL MARKETS, INC.

CRD#: 15047

NAPLES, FL

Past

August 14, 1986 - October 17, 1986

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

Past

November 20, 1984 - July 16, 1986

FIRST CAPITAL INVESTMENT CORPORATION

CRD#: 6811

Past

May 1, 1984 - October 15, 1984

JMB SECURITIES CORPORATION

CRD#: 5862

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ONEAMERICA SECURITIES, INC.

AUL EQUITY SALES CORP. | ONEAMERICA SECURITIES, INC.

CRD#: 4173 / SEC#: 801-56819, 8-15009

RIA

Registered Investment Advisory firm - SEC (9/13/1999 Approved)

Broker-Dealer Firm Regulated by FINRA (Chicago district office)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Florida
(2/10/2017)

Mississippi
(2/13/2017)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 10/5/1992

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 3/11/1994

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

Series 22

Date: 4/30/1984

Direct Participation Programs Representative Examination

SRO Registrations

FINRA

Current Firm

ONEAMERICA SECURITIES, INC.

AUL EQUITY SALES CORP. | ONEAMERICA SECURITIES, INC.

CRD#: 4173 / SEC#: 801-56819, 8-15009

RIA

Registered Investment Advisory firm - SEC (9/13/1999 Approved)

Broker-Dealer Firm Regulated by FINRA (Chicago district office)

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Contact information

Main Address

One American Square, Indianapolis, IN 46282

Mailing Address

One American Square P.o. Box 1984, Indianapolis, IN 46206-1984

Phone number

(317) 285-1877

Established

Indiana since 06/04/1969

Firm type

Corporation

Fiscal year end

December

Firm Size

Large

# of Employees

326

SEC notice filing (51 States and Territories)

FINRA licenses (51 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Customer Relationship Summary (CRS / FINRA)

Latest Form ADV

Part 2 Brochures

ONEAMERICA SECURITIES FORM ADV PART 2A APPENDIX 1 (3/31/2025)

ONEAMERICA SECURITIES FORM ADV PART 2A (3/31/2025)

Direct owners and executive officers

Name	Position	CRD#
AMERICAN UNITED LIFE INSURANCE COMPANY	PARENT
BICKEL, KORY LLOYD	CHIEF COMPLIANCE OFFICER	5424722
CAYETANO, NICHOLAS ADAM	AML OFFICER	7237505
FLEETWOOD, MATTHEW THOMAS	CHAIRMAN OF THE BOARD/PRESIDENT/CEO/DIRECTOR	4109266
HARTLEY, BRYAN KEITH	FINOP	5664171
HOYLE, JASON ANDREW	DIRECTOR	6027238
JUNKER, DAVID A	DIRECTOR	2442538
LIONBERGER, TAYLOR W	SALES DEVELOPMENT DIRECTOR	5931321
MCGOFF, SEAN PATRICK	CHIEF COUNSEL & SECRETARY	5801826
SANDELSKI, DENNIS JOSEPH	AVP, TAX	7244469
SMILEY, ERIC DAVID	VP, DIRECTOR OF OPERATIONS	2978413
SNYDER, DANIEL R	TREASURER	7318687
WEYER, SHAUN CHRISTOPHER	SALES DEVELOPMENT DIRECTOR	4607359
YANG, CHUANMING	CHIEF INFORMATION SECURITY OFFICER	7527042

Regulatory assets under management

Total Number of Accounts	2,118
AUM (Assets Under Management)	$ 299,940,768

Disclosures

Regulatory Event

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Richard M. Meahl

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Richard Michael Meahl's CRS (Customer Relationship Summary).

Certified licenses

Experience

GLOBAL ATLANTIC DISTRIBUTORS, LLC

KESTRA INVESTMENT SERVICES, LLC

SUN LIFE FINANCIAL DISTRIBUTORS, INC.

LINCOLN FINANCIAL DISTRIBUTORS, INC.

GLOBAL ATLANTIC DISTRIBUTORS, LLC

RELATED EQUITIES CORPORATION

BILTMORE SECURITIES, INC.

FMC CAPITAL MARKETS, INC.

CITIGROUP GLOBAL MARKETS INC.

FIRST CAPITAL INVESTMENT CORPORATION

JMB SECURITIES CORPORATION

Primary Firm SEC Registration

ONEAMERICA SECURITIES, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 10/5/1992

SIE

Date: 10/1/2018

Series 6

Date: 3/11/1994

Series 22

Date: 4/30/1984

FINRA

Current Firm

ONEAMERICA SECURITIES, INC.

Contact information

SEC notice filing (51 States and Territories)

FINRA licenses (51 States and Territories)

Documents

Part 2 Brochures

Direct owners and executive officers

Regulatory assets under management

Disclosures

Red Flags

Company Information

ONEAMERICA SECURITIES, INC.

TRUST BUT VERIFY

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