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Peter Rodis
Financial advisor at Oneamerica Securities
Peter Rodis is a financial advisor in Waltham, Massachusetts, with 46 years in the industry. Peter joined Oneamerica Securities in 2019, after a year at Secure Investment Management. Peter holds the ChFC designation.
At a glance
Experience46 years (since 1980)
How that compares ?Top advisor by experience in Waltham
Office400 Fifth Avenue Suite 520, Waltham, MA 02451
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.
Designations
ChFC
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- 2019 – nowOneamerica Securities, Inc.Current firm
- Sep 2017 – Feb 2019Secure Investment Management, LLCPreviously
- 2011 – 2017Oneamerica Securities, Inc.Previously
Contact Peter
(877) 285-3863Firm headquarters in Indianapolis, IN. Ask for Peter. 400 Fifth Avenue Suite 520Waltham, MA 02451Office · Get directions Firm websiteHTTP://WWW.ONEAMERICASECURITIES.COM
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Questions to ask Peter
Tailored to Peter’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- 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 Peter
How do I contact Peter?
Call Oneamerica Securities at (877) 285-3863 and ask for Peter Rodis. Peter works from the Waltham, MA office.
How long has Peter been a financial advisor?
Peter has been in the industry since 1980, about 46 years. Top advisor by experience in Waltham.
What licenses does Peter hold?
Series 63. Tap any license on this page to see what it allows.
Is Peter a fiduciary?
Peter is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Peter paid?
Oneamerica Securities reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Peter 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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