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
Millcreek, UT
Credentials
CFP®, Series 63, Series 66
Industry experience
18 years
Tracey Dean is a CFP® professional with 18 years of industry experience, currently affiliated with OneAmerica Securities, Inc. She has previously worked at IP Financial Advisory Services, Innovation Partners LLC, Lincoln Investment, and Legend Equities Corporation. Outside of her advisory role, she owns businesses focused on financial education and tax preparation and serves as a board member of the Utah LGBTQ+ Chamber of Commerce. OneAmerica Securities provides investment advisory and consulting services to individuals, high-net-worth clients, businesses, and retirement plans, offering portfolio management, financial planning, and retirement plan consulting through a nationwide network of dually registered Investment Advisor Representatives.
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.
Millcreek, UT
California · Texas · Utah
OneAmerica Securities
2025 - Present (1 year)
American United Life
2025 - Present (1 year)
IP Financial Advisory Services
2020 - 2025 (5 years)
Innovation Partners LLC
2017 - 2025 (8 years)
Lincoln Investment
2017 - 2017 (1 year)
Legend Equities Corporation
2012 - 2017 (5 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 63, Series 65
Salt Lake City, UT
Steward Financial Services, LLC
CFP®, Series 63, Series 65
Salt Lake City, UT
JHP Planning, LLC
Series 63
Draper, UT
Affiliated Investment Advisors, Inc.
Series 63, Series 65
Draper, UT
Phibbs Financial
CFP®, ChFC®, Series 63, Series 66
Cottonwood Heights, UT
Twin Peaks Wealth Management LLC
Series 63, Series 65
Cottonwood Heights, UT
Planned Security Advisors LLC
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