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Benny J Stewart

ON Investment Management Co.

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About Benny J Stewart

Benny Stewart is a financial advisor who has been in the industry since 2011. Benny is currently registered with On Investment Management Co. and holds registrations with FINRA and in multiple states. Benny provides financial planning services to individuals and other client types, including high-net-worth individuals, pension and profit-sharing plans, and corporations or other businesses. Benny also provides portfolio management services.

Firm Information

Benny Stewart 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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Benny Stewart’s Registration & Firm History

MO

04/05/2024 - Present

ON Investment Management Co. (Lee's Summit MO)

MO

01/23/2015 - 02/28/2019

EDWARD JONES (INDEPENDENCE MO)

KS

08/29/2011 - 12/02/2014

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LEAWOOD KS)

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Licenses & Designations

BOTH

Issued 10/28/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/26/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 3 public disclosures for Benny J Stewart. Review regulatory record here.
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