Erin
Winer
On Investment Management Co
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About this Advisor
Erin Winer is a financial advisor working in Cincinnati, Ohio with a total of 8 years of relevant experience. Winer is currently employed by On Investment Management Co. They have been employed by On Investment Management Co for their whole career. Winer holds Series 63 and Series 66 licenses, designating them as a securities broker, and is approved to work in Ohio. On Investment Management Co is a financial advisory firm based out of Cincinnati, OH. It has offices in 202 locations and a total of 256 financial advisors. It oversees $2 billion in assets among its 12,239 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 customer accounts, just 4% belong to high-net-worth individuals who have at least $1 million in assets available to invest. The firm offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Fees charged by financial advisors depend on which service is offered. However, fee types billed by On Investment Management Co most likely include any combination 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
Erin Winer Work History
Erin has been registered as a financial advisor for 8 years.*
The O.N. Equity Sales Company
*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 Erin Winer 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
Rushville, IL
Southampton, PA
Tustin, CA
Cincinnati, OH
Greenville, SC
Chicago, IL
Englewood, CO
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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