Benny
Stewart
On Investment Management Co
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About this Advisor
Benny Stewart is a financial advisor based in Lees Summit, Missouri, with a total of 4 years of industry experience. Stewart works at On Investment Management Co. During their career, Stewart has held roles at Merrill Lynch, Pierce, Fenner And Smith Inc, Bank Of America, N.A, Edward Jones, Ohio National Financial Services and The O.N. Equity Sales Company. Stewart holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Arizona, Arkansas, Colorado, Iowa, Kansas, Missouri, Oklahoma and Texas. On Investment Management Co is an advisory business that has its headquarters in Cincinnati, OH. It has offices in 202 locations and a total of 256 advisors. It oversees $2 billion in total assets between its 12,239 accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm serves 13 charities and foundations. Of its 12,239 client accounts, just 4% belong to high-net-worth individuals who have at least $1 million in assets. The advisory firm provides a wide set of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Financial management fees depend on which service is offered. Fee types billed by On Investment Management Co likely 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
Benny Stewart Work History
Benny has been registered as a financial advisor for 4 years.*
Ohio National Financial Services
The O.N. Equity Sales Company
Edward Jones
Merrill Lynch, Pierce, Fenner And Smith Inc
Bank Of America, N.A
*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 Benny Stewart 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
Mackinaw, IL
Tustin, CA
Southampton, PA
Cincinnati, OH
Lexington, KY
Chicago, IL
Cedar Rapids, IA
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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