Richard Orred (CRD# 2501700) is an Investment Advisor Representative working at On Investment Management Co in Willmar, MN and has over 29 years of experience in the finance industry.
CRD# 5603346
Osaic Wealth, Inc.
CRD# 3139688
Cetera Investment Advisers LLC
CRD# 5364682
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| The O. N. Equity Sales Company | Cincinnati, OH | May 2013 - Current | 10 |
| Ohio National Financial Services | Cincinnati, OH | Feb 2012 - Current | 12 |
| Sig Advisors, LLC | Dallas, TX | Jul 2003 - Current | 20 |
| Sig Securities, LLC | Dallas, TX | Nov 2002 - Current | 21 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1994 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2003 |
- FL
- MD
- MN
- OH
- SC
- SD
- TX
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Total Assets Under Management2,195MILLIONS
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Total Number of Accounts15,930ACCOUNTS
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Average Account Value$137,818
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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