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David Vinton Ludwinski

ON Investment Management Co.

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About David Vinton Ludwinski

David Ludwinski has over 20 years of experience in the financial services industry. David is a registered representative and investment advisor representative with On Investment Management Co. David is also licensed in Idaho and Utah. David is an experienced financial advisor, who is dedicated to helping individuals and families reach their financial goals.

Firm Information

David Ludwinski 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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David Ludwinski’s Registration & Firm History

UT

03/20/2007 - Present

ON Investment Management Co. (SMITHFIELD UT)

UT

01/31/2001 - 03/20/2007

AMERICAN GENERAL SECURITIES INCORPORATED (LOGAN UT)

AZ

01/24/2000 - 12/31/2000

AMERICAN GENERAL SECURITIES INCORPORATED (PHOENIX AZ)

AZ

10/21/1998 - 12/31/1999

AMERICAN GENERAL SECURITIES INCORPORATED (PHOENIX AZ)

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Licenses & Designations

IA

Issued 07/28/2005

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/17/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/22/2007

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/04/2009

Series 22 - Direct Participation Programs Representative Examination

BC

Issued 10/16/1998

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for David Vinton Ludwinski.
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