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Dillon Bruce Harper

ON Investment Management Co.

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About Dillon Bruce Harper

Dillon Bruce Harper is a registered investment advisor representative (IAR) and a general securities representative (Series 7) in the state of Kentucky. Dillon has been working in the financial services industry since May 2020. Dillon is currently registered with ON Investment Management Co. and holds Series 63, 65, 7, and SIE licenses. Dillon is also a member of Annual Retirement Review, LLC. Dillon specializes in retirement planning, insurance, and financial planning.

Firm Information

Dillon Harper 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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Dillon Harper’s Registration & Firm History

KY

06/15/2023 - Present

ON Investment Management Co. (Lexington KY)

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Licenses & Designations

BC

Issued 02/26/2022

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 05/30/2020

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/21/2022

Series 7TO - General Securities Representative Examination

BC

Issued 02/06/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Dillon Bruce Harper.
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