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Brian Michael Keswick

ON Investment Management Co.

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About Brian Michael Keswick

Brian Keswick is an investment advisor representative at ON Investment Management Co. based in Wilsonville, OR. Brian Keswick has been in the industry since July 29, 1998. Brian Keswick's firm, ON Investment Management Co. , has over 200 employees and manages assets for over 15,000 clients. Brian Keswick is licensed to advise clients in California, Oregon, Texas and Washington.

Firm Information

Brian Keswick 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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Brian Keswick’s Registration & Firm History

OR

01/29/2008 - Present

ON Investment Management Co. (WILSONVILLE OR)

OR

12/03/2007 - 12/21/2007

GENWORTH FINANCIAL SECURITIES CORPORATION (WILSONVILLE OR)

OR

10/23/2006 - 12/04/2007

FARMERS FINANCIAL SOLUTIONS, LLC (PORTLAND OR)

OR

09/17/2004 - 10/09/2006

COMMONWEALTH FINANCIAL NETWORK (PORTLAND OR)

NY

06/16/1998 - 09/23/2004

CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)

NY

08/27/2004 - 09/10/2004

MORGAN STANLEY DW INC. (PURCHASE NY)

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Licenses & Designations

IA

Issued 01/27/2000

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/26/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/15/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Brian Michael Keswick.
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