On Investment Management Co

On Investment Management Co (CRD# 105662) is a financial advisory firm headquartered in Cincinnati, OH. They manage $831,844,397 in 6,888 accounts and serve the financial needs of clients across 51 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    832
    MILLION
  • Total Number of Accounts
    6,888
    ACCOUNTS
  • Average Account Value
    $120,767
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

Financial Advisors at On Investment Management Co
Showing 1 - 10 of 357 top financial advisors.
1
Jeffery P. Boutin
CRD#: 4013015
65 Erik Street, Merrimack, NH 03054
100
Wealthminder
score

It starts with a casual conversation with an experienced compassionate professional.

 

Perhaps knowing if you are on track for your ideal retirement is important to you. It might be protecting your family should the unexpected happen or simply wanting a better understanding of your finances.  Perhaps you need help with just one issue such as rolling-over a retirement plan, acquiring adequate life insurance or saving for retirement.  For "Baby Boomer's" it might be ensuring they have enough income in their retirement years. 


"You need help from someone, so why not let us help you?  You'll be glad that you did."

 

We are independent, objective and flexible.

No one is too big or too small to help.  If you are looking for trusted, objective, Fee-Only advice - you've found it.  If you finally want your own financial plan in place, we offer an easy to understand and an affordable planning fee .  Or, if you just want a second opinion or a quick checkup, we can work on an hourly basis .  We also offer prudent investment and insurance services as robust as the big companies, but with hometown atmosphere

2
Elizabeth K. Hand
CRD#: 5832374
720 McKinley Ave NW, Canton, OH 44703
99
Wealthminder
score

Elizabeth Hand (CRD# 5832374) is an Investment Advisor Representative working at On Investment Management Co in Berlin, OH and has over 5 years of experience in the finance industry.

 

Elizabeth Hand has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.

3
John C. Head
CRD#: 6045638
10845 Olive Blvd, Suite 190, Saint Louis, MO 63141
97
Wealthminder
score

You have money, but you don’t know what to do with it?

 

I work with people who are ready to take their next step into money clarity, purpose, wealth creation… people who are ready to fortify a legacy. For you, this might mean busting your misconceptions, working within your core beliefs, having peace of mind, or all of the above.

 

Your success in the financial realm is about creating a plan that speaks clearly to your goals and the vision that you hold for yourself and your family.

 

Does this sound familiar?

  • You’ve been inundated with too much information about retirement, and you’re confused
  • You’re uncertain about how to move forward because you don’t know who to trust
  • You’re retired, but you didn’t take your money with you. It’s still in the company’s retirement account
  • You know you should be acting on your money plans, but the options presented to you cause you to pause
  • You’re concerned about your income later in life

 

No worries. You are not alone.

 

Everyday, I help people just like you get peace of mind around your money plan. Here’s what I know:

  • you like being retired, or you’re currently planning for it
  • you’re limited because you only know what’s familiar to you
  • you’re thinking, “this stuff is complicated.”

 

My clients are people who are:

  • planning for retirement
  • transitioning into retirement, or
  • already retired

 

That’s pretty much everyone. But, not really. So, the people I like to work with are friendly, serious about their money, and want to leave a legacy.

 

It’s likely that you feel overwhelmed by the options, suspicious given the history of big corporations, and skeptical given the fluctuations in the marketplace. I understand. I also know that you want to make positive financial decisions that will impact your future with less worry.

 

I help my clients to:

  • feel empowered, confident, and happy
  • travel more
  • make investments with peace of mind and understanding

Think you fit the profile? Does this sound good, but you still have questions?

 

Let’s talk.

4
Donald R. Ayers
CRD#: 1529464
2600 Highway 35, Manasquan, NJ 08736
96
Wealthminder
score

Donald Ayers (CRD# 1529464) is an Investment Advisor Representative working at On Investment Management Co in Manasquan, NJ and has over 21 years of experience in the finance industry.

5
Andrew D. Badertscher
CRD#: 4031475
615 Riffel Road, Suite A, Wooster, OH 44691
96
Wealthminder
score

Andrew Badertscher (CRD# 4031475) is an Investment Advisor Representative working at On Investment Management Co in Wooster, OH and has over 14 years of experience in the finance industry. Andrew Badertscher has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Olani B. Beal
CRD#: 1570132
3601 N Lakeharbor Ln, Boise, ID 83703
96
Wealthminder
score

Olani Beal (CRD# 1570132) is an Investment Advisor Representative working at On Investment Management Co in Boise, ID and has over 31 years of experience in the finance industry.

7
Michael D. Bird
CRD#: 2842154
1325 Bluff City Hwy, Bristol, TN 37620
96
Wealthminder
score

Michael Bird (CRD# 2842154) is an Investment Advisor Representative working at On Investment Management Co in Bristol, TN and has over 20 years of experience in the finance industry. Michael Bird has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
Randel M. Blake
CRD#: 22948
Crownsville, MD
96
Wealthminder
score

Randel Blake (CRD# 22948) is an Investment Advisor Representative working at On Investment Management Co in Crownsville, MD and has over 17 years of experience in the finance industry.

9
David J. Blount
CRD#: 4317397
992 Palmetto Street, Oviedo, FL 32765
96
Wealthminder
score

David Blount (CRD# 4317397) is an Investment Advisor Representative working at On Investment Management Co in Oviedo, FL and has over 16 years of experience in the finance industry. David Blount has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

10
Richard P. Boccaccio
CRD#: 1330933
139 Mill Rock Road, Suite 100e, Old Saybrook, CT 06475
96
Wealthminder
score

Richard Boccaccio (CRD# 1330933) is an Investment Advisor Representative working at On Investment Management Co in Old Saybrook, CT and has over 20 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.