Michael
Bird
On Investment Management Co
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About this Advisor
Michael Bird is a certified financial planner and chartered financial consultant based out of Bristol, Tennessee with 5 years of industry experience. Bird works at On Investment Management Co. During their career, the advisor has held roles at Lpl Financial, LLC, Gilbert Advanced Asset Management, Gaam Wealth Advisors, The O. N. Equity Sales Company, The On Investment Management Company and Ohio National Financial Services. Bird maintains a Series 63 license, certifying them as a securities broker, and is registered to serve investors in Arkansas, California, Florida, Maine, Mississippi, Missouri, North Carolina, South Carolina, Tennessee, Texas and Virginia. 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 assets under management across its 12,239 client accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm serves 13 charitable organizations. Of its 12,239 accounts, just 4% are held by high-net-worth investors who have greater than $1 million in assets available to invest. The advisory firm has a number of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Fees for financial management usually vary depending on which services are offered. Fee types billed by On Investment Management Co may include some blend 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
Michael Bird Work History
Michael has been registered as a financial advisor for 5 years.*
The O. N. Equity Sales Company
The On Investment Management Company
Ohio National Financial Services
Gaam Wealth Advisors
Lpl Financial, LLC
Gilbert Advanced Asset Management
*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 Bird 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
Southampton, PA
Rushville, IL
Tustin, CA
Weirton, WV
Charlestown, MA
Appleton, WI
Chesterfield, MO
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.
