Homayoun
Nekoorad
On Investment Management Co
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About this Advisor
Homayoun Nekoorad is a certified financial planner based in Englewood, Colorado with 8 years of relevant experience. Nekoorad is currently employed by On Investment Management Co. Nekoorad has gained experience at Mutual/United Of Omaha Insurance Company, Mutual Of Omaha Investor Services, Inc, Ohio National Financial Services and The O.N. Equity Sales Company. Nekoorad holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can serve investors in California, Colorado, Florida, Hawaii and Texas. On Investment Management Co is a company that has its headquarters in Cincinnati, OH. It has offices in 202 locations and a total of 256 financial advisors. It has $2 billion in assets under management between its 12,239 customer accounts, placing it among the biggest financial advisory 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 individuals who have more than $1 million in investable assets. The advisory firm has a number of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Fees for financial advice largely vary depending on which service is provided. Fees billed by On Investment Management Co likely consist of any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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On Investment Management Co Brokerage Details
$2,078,480,898
256
12,239
$169,824
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Homayoun Nekoorad Work History
Homayoun has been registered as a financial advisor for 8 years.*
Ohio National Financial Services
The O.N. Equity Sales Company
Mutual/United Of Omaha Insurance Company
Mutual Of Omaha Investor Services, Inc
*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 Homayoun Nekoorad 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
Rushville, IL
Tustin, CA
Mackinaw, IL
Southampton, PA
Chesterfield, MO
Englewood, CO
Appleton, WI
Weirton, WV
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.
