Robert
Mitchell
On Investment Management Co
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About this Advisor
Robert Mitchell is a financial advisor based in Placentia, California, working with On Investment Management Co. Robert has previously held positions at Ing Financial Partners, Mitchell Financial Solutions, Voya Financial Advisors, The O. N. Equity Sales Company, and Ohio National Financial Services. Robert has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Arizona, California, Oklahoma, and Virginia. Currently, Robert is part of On Investment Management Co, which operates out of Placentia, California. The firm has 142 offices and 206 employees. The firm manages assets totaling $2.2 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and other services. The fee structure at On Investment Management Co includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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On Investment Management Co Brokerage Details
$2,195,447,741
206
15,930
$137,818
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Robert Mitchell Work History
The O. N. Equity Sales Company
Ohio National Financial Services
Mitchell Financial Solutions
Voya Financial Advisors
Ing Financial Partners
Disclosures
Please visit the SEC profile of Robert Mitchell 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
Ayer, MA
Blountville, TN
Chesterfield, MO
Fort Collins, CO
Chicago, IL
Madison, WI
Lees Summit, MO
Appleton, WI
The content in this profile was updated by SmartAsset on 6/19/2024. 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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