Keith
Conley

On Investment Management Co

CRD#7086123
Investment Advisor
in Tustin, CA

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About this Advisor

Keith Conley is a certified financial planner who works out of Tustin, California with a total of 3 years of industry experience. Conley is an employee of On Investment Management Co. During their career, Conley has held roles at Mitchell Financial Solutions, Pennsylvania Higher Education Assistance Agency, Ohio National Financial Services and The O.N. Equity Sales Company. Conley maintains a Series 63 license, designating them as a securities broker, and is approved to advise clients in California, New Jersey and Virginia. On Investment Management Co is a business that has its headquarters in Cincinnati, OH. The firm has offices in 202 locations and a total of 256 financial advisors. It manages $2 billion in assets under management among its 12,239 customer accounts, making it one of the biggest firms in the nation by assets under management. The firm advises 13 charitable organizations. Of its 12,239 accounts, just 4% are associated with high-net-worth clients who have greater than $1 million in assets. The firm provides a broad assortment of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Fees for financial advice depend on the type of financial services provided. However, fee types billed by On Investment Management Co may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

Years Registered*

3 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

14032 Enderle Center Drive Suite 213
Tustin, CA 92780

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On Investment Management Co Brokerage Details

Total Assets Under Management

$2,078,480,898

CA Average: $2,106,341,625
Total Number of Employees

256

CA Average: 34
Total Number of Accounts

12,239

CA Average: 1,972
Average Account Size

$169,824

CA Average: $1,068,125

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Other

Keith Conley Work History

Keith has been registered as a financial advisor for 3 years.*

2019 - Present (5 years)

The O.N. Equity Sales Company

2018 - Present (6 years)

Mitchell Financial Solutions

2018 - Present (6 years)

Ohio National Financial Services

2013 - 2018 (5 years)

Pennsylvania Higher Education Assistance Agency

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Keith Conley to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at On Investment Management Co

John Cagle
Mackinaw, IL
Keith Conley
Tustin, CA
Glenn Eckstut
Southampton, PA
Tim Ward
Rushville, IL
Stefan Faerber
Napoleon, OH
Jordan Funke
Cedar Rapids, IA
Jeffrey Spencer
Charlestown, MA
Emily Dean
Greenville, SC

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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