Joshua
Haywood

On Investment Management Co

CRD#6709831
Investment Advisor
in Grand Rapids, MI

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Joshua Haywood is a financial advisor who works out of Grand Rapids, Michigan with a total of 4 years of relevant experience. Haywood is currently employed by On Investment Management Co. Their career trajectory has included roles at Haywood & Associates, Inc, Ohio National Financial Services and The O.N. Equity Sales Company. Haywood has Series 63 and Series 66 licenses, designating them as a securities broker, and can advise clients in Michigan. On Investment Management Co is a registered investment company that has its headquarters in Cincinnati, OH. The company has offices in 202 locations and a total of 256 advisors. It has $2 billion in total assets among its 12,239 accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm advises 13 charitable organizations. Of its 12,239 accounts, just 4% are held by high-net-worth clients who have greater than $1 million in assets available to invest. On Investment Management Co has a broad array of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. A financial advisor's fee schedules largely vary depending on which services the firm provides the client. However, fee types billed by On Investment Management Co may include some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

4 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

1600 East Beltline Ave Ne Suite 209
Grand Rapids, MI 49525

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

On Investment Management Co Brokerage Details

Total Assets Under Management

$2,078,480,898

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

256

MI Average: 34
Total Number of Accounts

12,239

MI Average: 1,972
Average Account Size

$169,824

MI Average: $1,068,125

Investment Advisory Services

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

Joshua Haywood Work History

Joshua has been registered as a financial advisor for 4 years.*

2016 - Present (8 years)

Ohio National Financial Services

2016 - Present (8 years)

The O.N. Equity Sales Company

2011 - Present (13 years)

Haywood & Associates, 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 Joshua Haywood 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

Tim Ward
Rushville, IL
Keith Conley
Tustin, CA
Glenn Eckstut
Southampton, PA
John Cagle
Mackinaw, IL
Rachel Debigare
Jacksonville, FL
Jake Steffens
Waterford, WI
Nathan Furniss
Cuyahoga Falls, OH
Janine Halsey
Cuyahoga Falls, OH

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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started