Merrill
47yrs
Top advisor by experience in Indianapolis
18yrs
Brian Bole is a fiduciary financial advisor in Indianapolis, Indiana, with 18 years in the industry. Brian joined Oneamerica Securities in 2017, after nine years at LPL Financial. Oneamerica Securities offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 1738 advisors with offices in Indianapolis, and one of 1555 fiduciaries.
At a glance
Experience18 years (since 2008)
How that compares ?More experience than 56% of advisors at Oneamerica Securities
OfficeOne American Square, Indianapolis, IN 46282
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$133,065
Advisors at the firm335
States licensed ?1 state
Services through Oneamerica Securities
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2017 – nowOneamerica Securities, Inc.Current firm
- 2008 – 2017LPL Financial LLCPreviously
Contact Brian
(877) 285-3863Oneamerica Securities main office One American SquareIndianapolis, IN 46282Office · Get directions Firm websiteHTTP://WWW.ONEAMERICASECURITIES.COM
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Questions to ask Brian
Tailored to Brian’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Brian
How do I contact Brian?
Call Oneamerica Securities at (877) 285-3863 and ask for Brian Bole. Brian works from the Indianapolis, IN office.
How long has Brian been a financial advisor?
Brian has been in the industry since 2008, about 18 years. More experience than 56% of advisors at Oneamerica Securities.
What licenses does Brian hold?
Series 66. Tap any license on this page to see what it allows.
Is Brian a fiduciary?
Brian is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Brian paid?
Oneamerica Securities reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Brian for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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