One Source Advisory Information
Contact top employees from
One Source Advisory
Summary
Our Services
Group Benefits
At One Source Advisory, Inc. we work with groups of all sizes, in all industries. Employers utilize our services to create funding mechanisms to both m...Show more
Organization Website | onesourceadvisory.com |
Social Links |    |
Phone Number | 813-961-7940 |
Industries | |
Headquarters Location | 17852 US Highway 41 North, Lutz, FL, 33549 US |
Employees Size | 10-50 employees |
Specialties | Commercial Insurance, Financial Services, Group Health Insurance, Individual Health Insurance, Personal Insurance, Homeowners Insurance, IRA's, Disability Insurance, Life Insurance, 401(k), Long Term Care Insurance, Mutual Funds, Health Savings Plans, Dental Insurance, Vision Insurance, Auto Insurance, Workers' Compensation, Professional Liability, General Liability, Brokerage Accounts |
Founded | 2016 |
Competitors
Founded | Type | Employees | Revenue | Funding | |
|---|---|---|---|---|---|
| 2013 | Public Company | 500-1000 | < 1M | $0 | |
| 2016 | Partnership | 10-50 | - | $- | |
| 2001 | Privately Held | 10-50 | - | $- | |
| 2009 | - | 10-50 | - | $- |
Employees Turnover 4 quarter 2025
Number of employees switched from or switched to
Total number all of employee turnover
Length of Employment
Employee tenure at One Source Advisory shows a diverse range of experience levels:
7% have been with the company for less than 1 year13% for 1–2 years13% for 3–4 years20% for 5–7 years7% for 8–10 years40% have over 11 years of service at One Source AdvisoryEx-employees positions
In Company
In New Company
Contact top employees from
One Source Advisory
Kristen Lover
Client Services
Lee Brockway
Group Benefits Sales Representative
Jared Jensen
Commercial Insurance Agent
Dan Goldberg
Managing Partner
Shelly Blasciak
Benefits Specialist
Keith Tamanini
Insurance Agent
Maria Braccia
Account Executive
Morgan Inman
Director of Financial Services, Principal Securities Registered Representative
Kim Thorpe
Group Benefits Director
Casey Hunter
Director Of Operations, Principal Securities Registered Representative
Lisanne van Asdonk
Financial Services Specialist
Keith Willett
Managing Partner
Kim Goldberg
Bookkeeper
Nathan Jensen
Managing Partner
Madisyn Muller
Paraplanner
Lauren Eastman
Jr. Internal Analyst
Kenneth van Asdonk
Financial Advisor
Joe Sissel
Financial Advisor
Kyree Prieto
Group Benefits Advisor
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FAQ
One Source Advisory operates in the Liability Insurance industries. More details can be found on the official website: onesourceadvisory.com.
The headquarters of One Source Advisory are located in Lutz, United States.
You can contact One Source Advisory by phone at 813-961-7940.
One Source Advisory currently employs 10-50 people.
Well-known competitors of One Source Advisory include YES SECURITIES, Foster Victor Wealth Advisors, The Robert Group and HUDSON FINANCIAL GROUP.
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