Timothy
Alvarado
On Investment Management Co
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About this Advisor
Timothy Alvarado is a financial advisor who works in Lees Summit, Missouri who has 9 years of relevant experience. Alvarado is currently employed by On Investment Management Co. Throughout their career, they have worked at American United Life, Oneamerica Securities, The On Equity Sales Company, O.N. Investment Management Company and Ohio National Financial Services. Alvarado maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to advise clients in Arizona, Arkansas, Colorado, Florida, Georgia, Illinois, Iowa, Kansas, Missouri, Montana, North Carolina, Oklahoma, Texas and Washington. On Investment Management Co is an advisory company that has its headquarters in Cincinnati, OH. It has offices in 202 locations and a total of 256 employees. It has $2 billion in total assets between its 12,239 customer accounts, placing it among the largest firms in the nation by assets under management. The firm serves 13 charities and foundations. Of its 12,239 accounts, just 4% are associated with high-net-worth clients who have greater than $1 million in investable assets. The business performs 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 fee schedules largely are based on which services are offered. However, fees billed by On Investment Management Co most likely are comprised 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
Timothy Alvarado Work History
Timothy has been registered as a financial advisor for 9 years.*
The On Equity Sales Company
O.N. Investment Management Company
Ohio National Financial Services
American United Life
Oneamerica Securities
*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 Timothy Alvarado 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
Napoleon, OH
Cincinnati, OH
Lexington, KY
Mc Bain, MI
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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