Advisor at OneAmerica Securities, Inc.
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Firm
OneAmerica Securities, Inc.
Location
Newton, MA 02466
Credentials
Series 63, Series 65
Industry experience
37 years
John Orthman is a financial advisor with OneAmerica Securities, Inc. in Newton, MA, holding Series 63 and Series 65 licenses and having 37 years of industry experience. He has been with OneAmerica Securities and American United Life since 2011. Outside of his advisory role, Orthman serves as a board member of the Bellingham Business Association and as a board director for Women in Action, Inc. OneAmerica Securities provides investment advisory and consulting services to individuals, high-net-worth clients, businesses, and employer-sponsored retirement plans, offering portfolio management, financial planning, and retirement plan consulting. The firm operates through a nationwide network of dually registered Investment Advisor Representatives and offers both discretionary and non-discretionary portfolio management options.
Based on OneAmerica Securities, Inc.
Financial planning fees up to $10,000 depending on complexity.
IARs may receive commissions on securities transactions and/or insurance products, both fixed and variable.
Consulting fees up to $250 per hour.
134 Rumford Ave, Suite 201
Newton, MA 02466
California · Massachusetts
Oneamerica Securities
2011 - Present (15 years)
American United LIfe
2011 - Present (15 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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I began my career in the financial services industry nearly ten years ago. Prior to founding Dreamfield Planning Group, I served as an associate wealth management advisor at Sconset Wealth Management—an advisory practice nested in the downtown Boston office of Northwestern Mutual—where I developed financial plans and managed investment assets. In a preceding role in the same office, I led an internal business unit providing investment consulting services to multiple financial advisors representing more than $200 million of assets under management (AUM). Previous to that, I served as an associate financial advisor at a Foxborough, Massachusetts financial planning practice and as a research analyst at a Cambridge, Massachusetts public policy research firm. I hold a Bachelor of Arts in History from Hendrix College and a Master of Public Policy from Georgetown University. I am both a CERTIFIED FINANCIAL PLANNER™ and a CFA Charterholder. I have lived for many years in Milton, Massachusetts with my wife Allie and our son Ben. In my spare time, I enjoy travel, reading, playing guitar, and taking long walks with the family dog, Louie.
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