Advisor at OneAmerica Securities, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
OneAmerica Securities, Inc.
Location
Lake Villa, IL
Credentials
Series 63, Series 65
Industry experience
< 1 year
Luke Chamernik is a financial advisor with OneAmerica Securities, Inc., holding Series 63 and Series 65 licenses. He has one year of industry experience and has worked in various roles including non-variable insurance sales and as a lift operations supervisor for Vail Resorts. OneAmerica Securities provides investment advisory and consulting services to individuals, high-net-worth clients, businesses, and corporate retirement plans. The firm offers portfolio management, financial planning, and retirement plan consulting, delivering advice through a nationwide network of registered representatives and utilizing both third-party and in-house management platforms.
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.
Lake Villa, IL
Colorado · Illinois
OneAmerica Securities
2025 - Present (1 year)
Penrose Eatery
2025 - 2025 (1 year)
American United Life
2025 - Present (1 year)
TPC Colorado
2023 - 2023 (1 year)
College Student Storage
2022 - 2024 (2 years)
Colorado State University
2021 - 2024 (3 years)
Ivanhoe Club
2021 - 2021 (1 year)
Raymond Chevrolet
2019 - 2020 (1 year)
Wilmot Mountain
2019 - 2024 (5 years)
Ben Watts Marina
2019 - 2019 (1 year)
Lakes Community High School
2016 - 2019 (3 years)
Antioch Upper Grade School
2013 - 2016 (3 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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.
Series 65
Lake Forest, IL
Horizon Capital Management, LLC
CFP®
Libertyville, IL
Optimum Retirement Planning LLC
Hi, I'm Larry Pershing, CFP® RMA®, a flat fee financial advisor. I focus on helping people age 55+ with their retirement planning and investment management needs for a FLAT fee. Having worked in various wealth management firms in my career, I was surprised to discover many firms try to service everyone, which leads them to being average for all. Some are more concerned with amassing client assets than providing customized recommendations. I started Optimum Retirement Planning because I saw a need for specialists to help clients navigate the complex and challenging financial aspects of retirement. Our offering is different. We don’t work with everyone. We specialize in helping those who are close to and in retirement. We apply the latest financial research for retirement to help answer your complex financial questions. Optimum Retirement Planning is a flat fee financial advisor. This means we charge differently than most financial advisors. We offer retirement planning and investment management for a flat fee. For too long retirees have been overpaying for financial advice due to large commissions and/or being charged a percentage of their assets. When I’m not in the office, I’m on a tennis court, reading a book (finance or science fiction), or spending time with family and friends. I also volunteer for AARP sponsored events that help seniors receive complimentary financial advice. While I live in Chicago, I was born and raised in Los Angeles. I return often, especially during winter. You can take the guy out of California, but you can’t take the California out of the guy!
Series 65
Gurnee, IL
Kortenkamp, Joshua F
CFP®, Series 63, Series 66
Lake Forest, IL
Obar Wealth Management LLC
Series 65
Kenosha, WI
Life's Sanctuary Financial Planning, LLC
CFP®, PFS™, Series 65
Vernon Hills, IL
JK Financial Planning, Inc.
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