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®, ChFC®, Series 63
Industry experience
42 years
Maxwell Coulliette is a CFP® and ChFC® with 42 years of industry experience. He has been with OneAmerica Securities, Inc. and American United Life since 2004. Outside of his advisory work, he owns several businesses including Intermountain Professional Education, LLC, and serves as a board member and advisor for IBM.TV, a nonprofit providing media access in underserved areas. OneAmerica Securities offers investment advisory and consulting services to individuals, high-net-worth clients, businesses, and employer-sponsored retirement plans. The firm operates through a nationwide network of dually registered Investment Advisor Representatives, providing portfolio management, financial planning, and retirement plan consulting, often utilizing third-party Account Managers and wrap-fee programs.
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 · Colorado · New Mexico · Utah
OneAmerica Securities, Inc
2004 - Present (22 years)
American United Life
2004 - Present (22 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.
CFP®
Indianapolis, IN
WealthGuides LLC
I'm a fiduciary & CERTIFIED FINANCIAL PLANNER living in Indianapolis, Indiana but serving clients nationwide. For years I've helped individuals and families plan for retirement and other imporant financial decisions. In college, I studied economics with a concentration in finance. After college, I worked for large wealth management firm in Indiana and then a boutique financial advising office specializing in retirement planning. That firm was later acquired and after a few years working for the acquiring firm I left to start WealthGuides. As an advisor I've worked with clients age 22 to 92. While I've worked with a wide range of people, I've always found my passion was with working with people to create a plan for retirement. As an advisor I provide guidance to my clients on taxes, their investment portfolios, estate planning, & charitable giving amongst others areas. I show people where they can save on taxes and I give clarity and strategies for how my clients can maximize the potential for what they can spend on themselves and give to others. On the personal side I'm a runner, a reader, a cat dad, and a traveler. I also enjoy sipping on a nice glass of wine or whiskey.
Series 63, Series 65
Brownsburg, IN
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