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Aubrey B Coleman

ON Investment Management Co.

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About Aubrey B Coleman

Aubrey Coleman is a financial advisor with On Investment Management Co. Aubrey has been in the financial industry since 2004, and is registered in 17 states. Aubrey has worked with a variety of clients, including individuals, families, businesses, and charitable organizations. Aubrey holds a Series 7, Series 66, and Series 24 license. Aubrey also holds the designation of Certified Financial Planner. In addition to her work at On Investment Management Co., Aubrey is also involved with Financial Consulting Group 360 LLC.

Firm Information

Aubrey Coleman is currently registered with ON Investment Management Co.. ON Investment Management Co. is an investment advisor registered with the SEC with its main office in Cincinnati, Ohio. The firm has 206 licensed agents and manages approximately $2.2 billion in regulatory assets under management for individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. The firm offers financial planning, portfolio management, and other advisory services.
ON Investment Management Co.

ONE FINANCIAL WAY

CINCINNATI, OH 45242

$2.20B

Assets Under Management

275

Total Clients

196

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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morningstar investment services llc, sei, assetmark, brinker capital, bny mellon advisors, inc, symmetry partners, envestnet

Morningstar investment services llc, sei, assetmark, brinker capital, bny mellon advisors, inc, symmetry partners, envestnet

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Aubrey Coleman’s Registration & Firm History

CO

09/16/2021 - Present

ON Investment Management Co. (Fort Collins CO)

CO

11/01/2004 - 12/31/2016

THE O.N. EQUITY SALES COMPANY (FT. COLLINS CO)

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Licenses & Designations

BOTH

Issued 04/15/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/18/2005

Series 24 - General Securities Principal Examination

BC

Issued 12/31/2016

SIE - Securities Industry Essentials Examination

BC

Issued 10/29/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Aubrey B Coleman.
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