Michael
Emery

On Investment Management Co

CRD#1305163
Investment Advisor
in Rockford, MI

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About this Advisor

Michael Emery is a chartered financial consultant based out of Rockford, Michigan with 8 years of relevant experience. Emery works at On Investment Management Co. During their career, Emery has held roles at Mml Investors Services, Inc, The O.N. Equity Sales Company and Ohio National Financial Services. Emery has a Series 63 license, which qualifies them as a securities agent, and can serve investors in Michigan. On Investment Management Co is a registered investment firm that has its headquarters in Cincinnati, OH. The company has offices in 202 locations and a total of 256 financial advisors. It manages $2 billion in assets under management among its 12,239 accounts, placing it among the largest 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 individuals who have greater than $1 million in assets. On Investment Management Co offers a broad range of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Financial management fee schedules typically depend on which service is provided. However, fees billed by On Investment Management Co may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Chartered Financial Consultant

Years Registered*

8 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

8952 Sterling Hills Drive Ne Suite B, #305
Rockford, MI 49341

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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

Michael Emery Work History

Michael has been registered as a financial advisor for 8 years.*

2015 - Present (9 years)

The O.N. Equity Sales Company

2015 - Present (9 years)

Ohio National Financial Services

1997 - Present (27 years)

Mml Investors 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 Michael Emery 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
Glenn Eckstut
Southampton, PA
John Cagle
Mackinaw, IL
Keith Conley
Tustin, CA
Dillon Harper
Lexington, KY
Nathan Furniss
Cuyahoga Falls, OH
Christopher Marlin
Englewood, CO
Pamela Weaver
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.

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