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 63, Series 66
Industry experience
7 years
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.
ON Investment Management Co
2019 - Present (7 years)
The O.N. Equity Sales Company
2018 - Present (8 years)
Hummel Wealth Management, LLC
2018 - Present (8 years)
Smucker's
2017 - 2017 (1 year)
Ohio Christian University Writing Center
2017 - 2017 (1 year)
Tumbleweed, Inc.
2013 - 2018 (5 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 66
Sugarcreek, OH
Edward Jones
Series 66
Berlin, OH
Edward Jones
Series 65
Shreve, OH
Austin Wealth Solutions
Series 66
Millersburg, OH
Fourth Dimension Wealth, LLC
CFP®, ChFC®, Series 63, Series 65
Millersburg, OH
Rea Wealth Management
Series 63, Series 65
Berlin, OH
On Investment Management CO
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