Advisor at On Investment Management CO
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
On Investment Management CO
Location
Orrville, OH 44667
Credentials
Series 66
Industry experience
1 year
Specialized Financial Services may be charged a fixed fee up to $5,000 per year.
IARs may receive commissions from sales of securities products and insurance after financial plans are implemented.
Specialized Financial Services hourly fees up to $350 per hour.
Fee-only: Financial Planning fees generally do not exceed $5,000 for comprehensive and modular planning; Specialized Financial Services charged hourly up to $350/hr or fixed fees up to $5,000/year.
The O.N. Equity Sales Company
2025 - Present (1 year)
Hummel Wealth Management, LLC
2024 - Present (2 years)
Hummel Group
2024 - Present (2 years)
Target Corporation
2024 - 2024 (1 year)
Ameriprise Financial
2021 - 2024 (3 years)
The University of Akron
2021 - 2024 (3 years)
Casa Del Rio
2020 - 2022 (2 years)
American Eagle Outfitters Inc
2019 - 2019 (1 year)
Ymca
2019 - 2019 (1 year)
Northwest Local Schools
2009 - 2021 (12 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 66
Massillon, OH
Edward Jones
Series 66
Massillon, OH
Edward Jones
Series 63, Series 66
Doylestown, OH
Fidelity
Kelly Uber is the Vice President and Branch Leader at Fidelity Investments, a position held since 2024. In this role, Kelly leads a team of financial professionals focused on addressing client needs and ensuring clients feel confident about their financial future. Prior to this, Kelly served as Assistant Branch Leader at Fidelity Investments from 2022 to 2024 and held roles as Planning Consultant at Fidelity Investments from 2020 to 2022, Investment Center Consultant at Key Investment Services from 2018 to 2020, and Premier Relationship Manager at Citizens Bank from 2015 to 2018. Kelly's professional experience spans various positions in financial services, emphasizing client-focused strategies and team leadership. Outside of work, Kelly has interests in baseball, board games, parenthood, puzzles, and traveling.
Series 66
Canal Fulton, OH
Edward Jones
CFP®, Series 66
Massillon, OH
Edward Jones
Series 63, Series 66
Clinton, OH
Fidelity
Michael Clark is a Planning Consultant at the Fairlawn Investor Center. In this role, he assists clients with designing and updating their financial plans and ensures they have the appropriate resources as they progress toward their retirement goals. Michael works closely with the Wealth Management Team to support clients throughout their retirement journey. He has held several positions at Fidelity Investments, including Planning Consultant since 2025, Relationship Manager from 2024 to 2025, and Financial Representative from 2023 to 2024. This experience has contributed to his understanding of client needs and financial planning strategies. Outside of his professional responsibilities, Michael's personal interests include board games, cooking and baking, hiking, outdoor adventures, puzzles, and traveling.
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