Steven
Gibson

On Investment Management Co

CRD#4714282
Investment Advisor
in Abingdon, VA

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About this Advisor

Steven Gibson is a financial advisor who works out of Abingdon, Virginia with 14 years of industry experience. Gibson is an employee of On Investment Management Co. Throughout their career, Gibson has worked at Northwestern Mutual Life Insurance Company, Ohio National Financial Services and The O.N. Equity Sales Company. Gibson maintains Series 63 and Series 66 licenses, designating them as a securities broker, and is approved to operate in California, North Carolina, Pennsylvania, South Carolina, Texas and Virginia. On Investment Management Co is a firm headquartered in Cincinnati, OH. The firm has offices in 202 locations and a total of 256 financial advisors. It handles $2 billion in assets under management between its 12,239 accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm provides financial advice to 13 charities and foundations. Of its 12,239 accounts, just 4% are associated with high-net-worth individuals who have at least $1 million in investable assets. On Investment Management Co offers a diverse array 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 are based on the financial services offered. Fee types charged by On Investment Management Co may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

14 years

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

452 West Main Street
Abingdon, VA 24210

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On Investment Management Co Brokerage Details

Total Assets Under Management

$2,078,480,898

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

256

VA Average: 34
Total Number of Accounts

12,239

VA Average: 1,972
Average Account Size

$169,824

VA Average: $1,068,125

Investment Advisory Services

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

Steven Gibson Work History

Steven has been registered as a financial advisor for 14 years.*

2009 - Present (15 years)

The O.N. Equity Sales Company

2008 - Present (16 years)

Ohio National Financial Services

2003 - Present (21 years)

Northwestern Mutual Life Insurance 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 Steven Gibson 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

Glenn Eckstut
Southampton, PA
Tim Ward
Rushville, IL
John Cagle
Mackinaw, IL
Keith Conley
Tustin, CA
Pamela Weaver
Weirton, WV
Nathan Furniss
Cuyahoga Falls, OH
Zachary Morley
Madison, WI
Rachel Debigare
Jacksonville, FL

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.

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