Patrick Stap

Financial advisor at Oneamerica Securities, Inc. · Wellesley, MA

Last updated 2026-10-10

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Patrick Stap is a financial advisor at Oneamerica Securities, Inc. in Wellesley, MA, CRD 7581536. Licenses and exams on the registration: Series 63, Series 65. IAPD registration began 2024-08-20.

Registration

CRD number
7581536
Registration status
Active
IAPD registration
2024-08-20
Industry Experience
2 years
Work Experience
12 years
States registered
MA, NH

Licenses and exams

  • Series 63
  • Series 65

Work history

  • 2021-06 to 2022-07 · Citizens Bank · Concord, NH
  • 2020-06 to 2021-06 · Riverbend Community Mental Health Center · Concord, NH
  • 2018-01 to 2020-05 · Howard Center · Burlington, VT
  • 2022-07 to 2022-08 · Northwestern Mutual Life Insurance Company · Milwaukee, WI
  • 2022-08 to 2022-08 · Northwestern Mutual Investment Services LLC · Manchester, NH
  • 2014-04 to 2017-12 · Saint Michael's College · Colchester, VT
  • 2022-09 to 2024-03 · Aaa Northeast · Salem, NH
  • 2024-04 to Present · American United Life · Wellesley, MA
  • 2024-04 to Present · Oneamerica Securities · Wellesley, MA

Current employment

SEC IAPD record for Patrick Stap

Oneamerica Securities, Inc.

Regulatory AUM
$306,108,437
Registered advisors
338
Offices
144
Clients per advisor
6.8 (Low)
Average AUM per client
$133.1K (Low)
High-net-worth client ratio
1.8% (Low)

Oneamerica Securities, Inc.: advisors, services and reported ETF investments

About

Patrick Stap is a financial advisor at Oneamerica Securities, Inc. in Wellesley, MA. Reported securities licenses include Series 63 and Series 65. The latest record indicates 2 years of industry experience and 12 years of reported work history.

Oneamerica Securities, Inc.'s firm-level Form ADV reports 338 advisors across 144 offices; approximately 6.8 clients per advisor, average assets per client of $133,091, and regulatory AUM of $306.1M; client categories including Individuals (non-HNW), High net worth individuals, and Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Pension Consulting Services, and Selection of Other Advisers.

What this firm offers

Filed by Oneamerica Securities, Inc. on Form ADV.

Client services

  • Financial Planning Services
  • Individuals and Small Businesses
  • Businesses or Institutional Clients
  • Pension Consulting Services
  • Selection of Other Advisers
  • Educational Seminars or Workshops

Fee options

  • Percentage of Assets Under Management
  • Hourly Charges
  • Fixed Fees (Other Than Subscription)

Business and affiliations

  • Broker-Dealer (Registered or Unregistered)
  • Insurance Broker or Agent
  • Broker-Dealer or Municipal Securities Dea
  • Other Investment Adviser (Incl. Financial
  • Insurance Company or Agency
  • Pension Consultant

Location

888 Worcester St, Wellesley, MA 02482

1 advisor at this office.

Oneamerica Securities office in Wellesley, MA

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Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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