Samuel
Ross
On Investment Management Co
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About this Advisor
Samuel Ross is a certified financial planner and chartered financial consultant based in Bristol, Tennessee who has 16 years of relevant experience. Ross works at On Investment Management Co. The advisor has gained experience at Ohio National Financial Services and The O.N. Equity Sales Company. Ross holds a Series 63 license, qualifying them as a securities agent, and is able to serve investors in Colorado, Florida, Georgia, Kentucky, Maryland, Missouri, New Mexico, North Carolina, South Carolina, Tennessee, Texas, Virginia and Wisconsin. On Investment Management Co is a company operating out of Cincinnati, OH. The firm has offices in 202 locations and a total of 256 financial advisors. It manages $2 billion in assets under management between its 12,239 client accounts, making it one of the biggest firms in the country by assets under management. The firm advises 13 charities and foundations. Of its 12,239 accounts, just 4% are associated with high-net-worth clients who have at least $1 million in assets available to invest. The business offers a wide array of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Fees charged by financial advisors usually vary depending on which services are provided. Fees billed by On Investment Management Co most likely are comprised of any 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
Samuel Ross Work History
Samuel has been registered as a financial advisor for 16 years.*
The O.N. Equity Sales Company
Ohio National Financial Services
*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 Samuel Ross 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
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Waterford, WI
Englewood, CO
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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.
