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Emily Nell Dean

ON Investment Management Co.

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About Emily Nell Dean

Emily Dean is a registered investment advisor representative with On Investment Management Co. Emily is based in Greenville, South Carolina and has been in the industry since 2013. Emily is currently registered with the states of North Carolina, South Carolina, Virginia and West Virginia and holds the Series 66, Series 7 and SIE licenses. Prior to joining On Investment Management Co., Emily was employed by THE O.N. EQUITY SALES COMPANY. Emily has over 8 years of experience in the financial services industry. Emily is also a Senior Programmer Analyst for Furman University.

Firm Information

Emily Dean 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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Emily Dean’s Registration & Firm History

SC

08/16/2018 - Present

ON Investment Management Co. (Greenville SC)

SC

04/12/2013 - 12/31/2020

THE O.N. EQUITY SALES COMPANY (GREENVILLE SC)

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Licenses & Designations

BOTH

Issued 07/19/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/11/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Emily Nell Dean.
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