Robert
Thompson
On Investment Management Co
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About this Advisor
Robert Thompson is a financial advisor based in Houston, Texas, working with On Investment Management Co. Robert has previously held positions at Quplan, LLC, Nusource Financial Group Inc, United Planners' Financial Services, The On Equity Sales Company, Ohio National Financial Services, and On Investment Management Company. Robert has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California, Colorado, Florida, Ohio, and Texas. Currently, Robert is part of On Investment Management Co, which operates out of Houston, Texas. 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
Services Offered
Fee Structure
Office Location
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On Investment Management Co Brokerage Details
$2,195,447,741
206
15,930
$137,818
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Robert Thompson Work History
The On Equity Sales Company
On Investment Management Company
Quplan, LLC
Nusource Financial Group Inc
Ohio National Financial Services
United Planners' Financial Services
Disclosures
Please visit the SEC profile of Robert Thompson 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
Lees Summit, MO
Fort Collins, CO
Blountville, TN
Boise, ID
Chesterfield, MO
Madison, WI
Chicago, IL
Cincinnati, OH
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