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BB

Brandon L. Bouchereau

ONEAMERICA SECURITIES
Fort Walton Beach, FL 32547
Some features on this profile are disabled
CRD#: 5199163
BB

Professional summary

Brandon L Bouchereau, who also goes by Brandon Lloyd Bouchereau, Brandon Bouchereau, is a registered financial advisor currently at ONEAMERICA SECURITIES, INC. located in Fort Walton Beach, Florida.

Brandon is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2006. Brandon has worked at 8 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Brandon Lloyd Bouchereau | Brandon Bouchereau

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.
Non-variable insurance sales (fixed life, fixed annuities)

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brandon L Bouchereau's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

CRS (Client Relationship Summary) - BD

Click below to view Brandon L Bouchereau'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 26, 2025 - Present

ONEAMERICA SECURITIES, INC.

Office #1: 11 Racetrack Rd Ne Suite D2, Fort Walton Beach, FL 32547
RIA
BD
CRD#: 4173
Fort Walton Beach, FL
Current

February 25, 2025 - Present

ONEAMERICA SECURITIES, INC.

Office #1: 11 Racetrack Rd Ne Suite D2, Fort Walton Beach, FL 32547
RIA
BD
CRD#: 4173
Fort Walton Beach, FL
Past

April 20, 2023 - January 16, 2025

MML INVESTORS SERVICES, LLC

RIA
CRD#: 10409
SHALIMAR, FL
Past

April 18, 2023 - January 16, 2025

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
SHALIMAR, FL
Past

January 21, 2014 - March 31, 2023

CETERA INVESTMENT ADVISERS LLC

RIA
CRD#: 105644
BATON ROUGE, LA
Past

October 11, 2013 - January 21, 2014

CETERA INVESTMENT SERVICES LLC

RIA
CRD#: 15340
BATON ROUGE, LA
Past

October 11, 2013 - March 31, 2023

CETERA INVESTMENT SERVICES LLC

BD
CRD#: 15340
BATON ROUGE, LA
Past

May 27, 2010 - October 29, 2013

LPL FINANCIAL LLC

RIA
CRD#: 6413
BATON ROUGE, LA
Past

May 27, 2010 - October 29, 2013

LPL FINANCIAL LLC

BD
CRD#: 6413
BATON ROUGE, LA
Past

October 8, 2007 - June 1, 2010

CHASE INVESTMENT SERVICES CORP.

RIA
CRD#: 25574
BATON ROUGE, LA
Past

October 8, 2007 - June 1, 2010

CHASE INVESTMENT SERVICES CORP.

BD
CRD#: 25574
BATON ROUGE, LA
Past

February 13, 2007 - October 12, 2007

MSI FINANCIAL SERVICES, INC.

RIA
CRD#: 14251
BATON ROUGE, LA
Past

November 17, 2006 - July 9, 2007

METROPOLITAN LIFE INSURANCE COMPANY

BD
CRD#: 4095
METAIRIE, LA
Past

November 17, 2006 - October 12, 2007

MSI FINANCIAL SERVICES, INC.

BD
CRD#: 14251
BATON ROUGE, LA

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.
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)
BD
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.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
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

RR
Florida
(2/26/2025)
IAR
Florida
(2/26/2025)
RR
Louisiana
(2/26/2025)
IAR
Louisiana
(2/26/2025)
RR
Texas
(2/26/2025)
IAR
Texas
(2/26/2025)
RR
Virginia
(2/26/2025)
RR
Washington
(10/6/2025)
IAR
Washington
(10/6/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 7/25/2008
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 11/16/2006
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

ONEAMERICA SECURITIES, INC.
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)
BD
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)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

FINRA licenses (51 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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

NamePositionCRD#
AMERICAN UNITED LIFE INSURANCE COMPANYPARENT
BICKEL, KORY LLOYDCHIEF COMPLIANCE OFFICER5424722
CAYETANO, NICHOLAS ADAMAML OFFICER7237505
FLEETWOOD, MATTHEW THOMASCHAIRMAN OF THE BOARD/PRESIDENT/CEO/DIRECTOR4109266
HARTLEY, BRYAN KEITHFINOP5664171
HOYLE, JASON ANDREWDIRECTOR6027238
JUNKER, DAVID ADIRECTOR2442538
LIONBERGER, TAYLOR WSALES DEVELOPMENT DIRECTOR5931321
MCGOFF, SEAN PATRICKCHIEF COUNSEL & SECRETARY5801826
SANDELSKI, DENNIS JOSEPHAVP, TAX7244469
SMILEY, ERIC DAVIDVP, DIRECTOR OF OPERATIONS2978413
SNYDER, DANIEL RTREASURER7318687
WEYER, SHAUN CHRISTOPHERSALES DEVELOPMENT DIRECTOR4607359
YANG, CHUANMINGCHIEF INFORMATION SECURITY OFFICER7527042

Regulatory assets under management

Total Number of Accounts2,118
AUM (Assets Under Management)$ 299,940,768

Disclosures

Regulatory Event6

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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

Company Information

ONEAMERICA SECURITIES, INC.

ONEAMERICA SECURITIES, INC.

CRD#: 4173Fort Walton Beach, FL 32547

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