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Advisors / Indiana / Indianapolis
4yrs

Patrick Stap

Financial advisor at Oneamerica Securities

Patrick Stap is a fiduciary financial advisor in Indianapolis, Indiana, with 4 years in the industry. Patrick joined Oneamerica Securities in 2024, a firm offering financial planning, investment management, and retirement plan consulting. Oneamerica Securities reports being paid through a percentage of assets, hourly fees, and flat fees.

One of 1738 advisors with offices in Indianapolis, and one of 1555 fiduciaries.

Indianapolis, IN 46282Fiduciary advisor
Call the officeDirections

At a glance

Experience4 years (since 2022)
How that compares ?4 years in the industry
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 63Uniform Securities Agent State Law Examination
Series 65Uniform Investment Adviser Law Examination

Career

  1. 2024 – now

Questions to ask Patrick

Tailored to Patrick’s registration and firm.

  1. At a firm this size, will I work with you directly or with a service team?
  2. What does a financial plan with you include, and how often is it updated?
  3. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About Patrick

How do I contact Patrick?

Call Oneamerica Securities at (877) 285-3863 and ask for Patrick Stap. Patrick works from the Indianapolis, IN office.

How long has Patrick been a financial advisor?

Patrick has been in the industry since 2022, about 4 years. 4 years in the industry.

What licenses does Patrick hold?

Series 63, Series 65. Tap any license on this page to see what it allows.

Is Patrick a fiduciary?

Patrick is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Patrick paid?

Oneamerica Securities reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Patrick 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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