TrueAdvisor
TrueAdvisor
AW
AW

Andrew Walsh

On Investment Management CO
7 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Retirement PlanningEducation PlanningEstate PlanningSpecial Needs Planning
On Investment Management CO
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
203 advisors
Number of Clients
8,323 clients
Average Client Portfolio
$286K average
Assets Under Management
$2.4B

Fee Structure

Location

One Financial Way, Cincinnati, OH, 45242

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
The O.N. Equity Sales CompanyBroker
August 2023 - Present · 2 yrs 6 mos
On Investment Management CO
August 2023 - Present · 2 yrs 6 mos
Previous Registrations
Ameriprise Financial Services, LLC
September 2022 - November 2022 · 2 mos
Ameriprise Financial Services, LLCBroker
September 2022 - November 2022 · 2 mos
Concourse Financial Group Advisors
October 2018 - August 2021 · 2 yrs 10 mos
Concourse Financial Group Securities, INC.Broker
September 2018 - August 2021 · 2 yrs 11 mos
Strategic Advisers LLC
April 2017 - May 2018 · 1 yr 1 mo
Fidelity Brokerage Services LLCBroker
July 2016 - May 2018 · 1 yr 10 mos
State Registrations1 state
OH
AdvisorBrokerBoth
Exams
No exam information available for this advisor.