TrueAdvisor
TrueAdvisor
AH
AH

Alexander Johnathan Halsey

On Investment Management CO
1 Year 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

2641 NE MCBaine Drive, Lee's Summit, MO, 64064

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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
On Investment Management CO
October 2024 - Present · 1 yr 4 mos
The O.N. Equity Sales CompanyBroker
August 2024 - Present · 1 yr 6 mos
State Registrations34 states
AKALARAZCACODCFLGAIAIDILKSLAMDMIMOMTNCNENMNYOHOKORPASCSDTNTXUTVAWAWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.