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Randall Diehl

Advisor at On Investment Management CO

Updated today

Location

Findlay, OH 45840

Credentials

ChFC®, Series 63, Series 65

Industry experience

39 years

About

Randall Diehl is a financial advisor with On Investment Management Company, holding the ChFC® designation and Series 63 and 65 licenses, with 39 years of industry experience. He has worked at The O.N. Equity Sales Company since 2022, Royal Alliance from 2016 to 2022, and Ohio National Financial Services since 2011. Outside of his advisory work, he serves as a member of the Hancock County Public Defenders Commission. On Investment Management Company provides financial planning and investment advisory services to individual investors, charitable organizations, businesses, and retirement plan sponsors. The firm offers a range of advisory platforms including fee-based planning, third-party investment programs, and both discretionary and non-discretionary managed account options.

Client services

Based on On Investment Management CO

Financial planning Portfolio management Selection of other advisers
Sei, assetmark, brinker capital, bny mellon advisors, inc, symmetry partners, envestnet

Expertise

Based on On Investment Management CO

General retirement planning Retirement income strategy College savings (529s, UTMA, etc.)

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Fee options

Fixed

Up to $5,000/year for Specialized Financial Services (fixed fee basis)

Percentage

0.30% - 1.50% annually (negotiable by IAR)

Project-based

Up to $350/hr for Specialized Financial Services (hourly basis)

Location

655 Fox Run Road, Suite N

Findlay, OH 45840

Most active in

Florida · Indiana · Kentucky · Ohio · Pennsylvania · South Carolina · Texas · Virginia

Work history

The O.N. Equity Sales Company

2022 - Present (4 years)

Royal Alliance

2016 - 2022 (6 years)

Ohio National Financial Services

2011 - Present (15 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Series 65

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Ryan G

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Findlay, OH

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Scott H

CFP®, Series 63, Series 65

Findlay, OH

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Private / alternative investments Real estate investing Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Executive
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