Michael
Bird

On Investment Management Co

CRD#2842154
Investment Advisor
in Blountville, TN

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About this Advisor

Michael Bird is a financial advisor based in Blountville, Tennessee, working with On Investment Management Co. Michael has previously held positions at The O. N. Equity Sales Company, The On Investment Management Company, and Ohio National Financial Services. Michael has passed the Series 63 regulatory exam and is registered to provide services in Arkansas, California, Florida, Georgia, Maine, Mississippi, Missouri, North Carolina, South Carolina, Tennessee, Texas, and Virginia. Currently, Michael is part of On Investment Management Co, which operates out of Blountville, Tennessee. The firm has 142 offices and 206 employees. The firm manages assets totaling $2.2 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and other services. The fee structure at On Investment Management Co includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant

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

1810 Highway 394
Blountville, TN 37617

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On Investment Management Co Brokerage Details

Total Assets Under Management

$2,195,447,741

TN Average: $2,106,341,625
Total Number of Employees

206

TN Average: 34
Total Number of Accounts

15,930

TN Average: 1,972
Average Account Size

$137,818

TN Average: $1,068,125

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Other

Michael Bird Work History

2013 - Present (11 years)

The O. N. Equity Sales Company

2013 - Present (11 years)

The On Investment Management Company

2013 - Present (11 years)

Ohio National Financial Services

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

Juana Love
Chesterfield, MO
Mark Monahan
Ayer, MA
Kimberly Gustafson
Englewood, CO
John Head
Chesterfield, MO
Jordan Carrier
Blountville, TN
Mark Gash
Lees Summit, MO
Terek Wilson
Lees Summit, MO
Michael Ledford
Chattanooga, TN

The content in this profile was updated by SmartAsset on 6/19/2024. 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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