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
Cottonwood Heights, UT 84047
Credentials
CFP®, Series 63, Series 65
Industry experience
4 years
Matthew Gatherum is a CFP®-designated financial advisor with OneAmerica Securities, Inc., where he has worked since 2021. He has four years of industry experience and previously held roles at American United Life and various other organizations. He is also the owner of Gatherum Capital Management, LLC, a financial services business. OneAmerica Securities provides investment advisory and consulting services to individuals, high-net-worth clients, businesses, and retirement plans. The firm offers portfolio management, financial planning, and retirement plan consulting, delivering advice through a nationwide network of Investment Advisor Representatives who oversee client program selection and monitoring.
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.
1225 E Fort Union Blvd, Suite 350
Cottonwood Heights, UT 84047
Arizona · California · Florida · Idaho · North Carolina · South Carolina · Utah
OneAmerica Securities
2021 - Present (5 years)
American United Life
2021 - Present (5 years)
Al's Sporting Goods
2020 - 2020 (1 year)
Zipz
2020 - 2020 (1 year)
Church of Jesus Christ of Latter Day Saints
2018 - 2020 (2 years)
Unemployed
2018 - 2018 (1 year)
Green Canyon High School
2017 - 2018 (1 year)
Cache County School District
2017 - 2018 (1 year)
Zipz
2017 - 2017 (1 year)
Pizza Pie Cafe
2016 - 2017 (1 year)
Sky View High School
2015 - 2017 (2 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.
Series 63, Series 65
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CFP®, ChFC®, Series 63, Series 66
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Series 63, Series 65
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Planned Security Advisors LLC
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