Robin
Faulkner-Harrison
On Investment Management Co
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About this Advisor
Robin Faulkner-Harrison is a financial advisor working in Rock Springs, Wyoming with 2 years of industry experience. Faulkner-Harrison currently works for On Investment Management Co. Throughout their career, they have worked at Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services LLC, Sweetwater County School District 1, Sweetwater County School District 2, Waddell And Reed Ken Fortuna LLC, Waddell And Reed, Child Support Services Of Wyoming, Self, Northwestern Mutual Wealth Management Company, The O.N. Equity Sales Company and Ohio National Financial Services. Faulkner-Harrison has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to advise clients in Washington and Wyoming. On Investment Management Co is an advisory business based in Cincinnati, OH. The firm has offices in 202 locations and a total of 256 advisors. It oversees $2 billion in total assets among its 12,239 client accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm advises 13 charitable organizations. Of its 12,239 customer accounts, just 4% are associated with high-net-worth individuals who have at least $1 million in investable assets. On Investment Management Co has a diverse assortment of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. A financial advisor's fee schedules are based on which services the firm provides the client. Fee types charged by On Investment Management Co may include 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
Robin Faulkner-Harrison Work History
Robin has been registered as a financial advisor for 2 years.*
The O.N. Equity Sales Company
Ohio National Financial Services
Northwestern Mutual Life Insurance Company
Northwestern Mutual Investment Services LLC
Sweetwater County School District 1
Northwestern Mutual Wealth Management Company
Sweetwater County School District 2
Waddell And Reed Ken Fortuna LLC
Waddell And Reed
Self
Child Support Services Of Wyoming
*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 Robin Faulkner-Harrison 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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Charlestown, MA
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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