Daniel
Mackey
On Investment Management Co
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About this Advisor
Daniel Mackey is a financial advisor operating out of Fort Collins, Colorado with a total of 18 years of industry experience. Mackey is currently employed by On Investment Management Co. The advisor has gained experience at Principal Life Insurance Company, Ohio National Life Insurance and The O.N. Equity Sales Company. Mackey maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to work in Arkansas, Colorado, Illinois and Indiana. On Investment Management Co is a registered investment company that has its headquarters in Cincinnati, OH. The firm has offices in 202 locations and a total of 256 advisors. It has $2 billion in assets among its 12,239 client accounts, making it one of the biggest firms in the United States by assets under management. The firm serves 13 charities and foundations. Of its 12,239 accounts, just 4% belong to high-net-worth individuals who have greater than $1 million in assets available to invest. On Investment Management Co offers a number of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Financial advisory fees largely depend on which service is offered. However, fee types billed by On Investment Management Co can be 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
Daniel Mackey Work History
Daniel has been registered as a financial advisor for 18 years.*
The O.N. Equity Sales Company
Ohio National Life Insurance
Principal 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 Daniel Mackey to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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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