Geoffrey
Mishkin
On Investment Management Co
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About this Advisor
Geoffrey Mishkin is a financial advisor working in Charlestown, Massachusetts with a total of 3 years of industry experience. Mishkin works at On Investment Management Co. Their career trajectory has included roles at Penn Mutual Life Ins Co, Partners Healthcare, Unh, Hornor Townsend & Kent Inc, Ohio National Financial Services and The O.N. Equity Sales Company. Mishkin holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to operate in California, Colorado, Florida, Kentucky, Maryland, Massachusetts, New Hampshire, New Jersey, Rhode Island, Texas and Vermont. On Investment Management Co is an advisory company based out of Cincinnati, OH. The firm has offices in 202 locations and a total of 256 financial advisors. It handles $2 billion in total assets between its 12,239 client accounts, placing it among the largest firms in the nation by assets under management. The firm advises 13 charitable organizations. Of its 12,239 customer accounts, just 4% are held by high-net-worth individuals who have more than $1 million in assets. On Investment Management Co performs a wide assortment of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Fees for financial management depend on which services the firm provides the client. However, fee types charged by On Investment Management Co may include 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
Geoffrey Mishkin Work History
Geoffrey has been registered as a financial advisor for 3 years.*
The O.N. Equity Sales Company
Ohio National Financial Services
Penn Mutual Life Ins Co
Hornor Townsend & Kent Inc
Partners Healthcare
Unh
*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 Geoffrey Mishkin 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
Mackinaw, IL
Tustin, CA
Southampton, PA
Rushville, IL
Waterford, WI
Chesterfield, MO
Charlestown, MA
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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