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Eric James Brogan

ON Investment Management Co.

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About Eric James Brogan

Eric Brogan is a registered representative with ON Investment Management Co. and has been in the financial industry since 1993. Eric is registered to provide investment advice in 18 states. Eric holds a Series 6, Series 63, and SIE licenses and has a strong background in providing investment advice. He is a board member for The Dart Bank and is also involved in insurance sales. Eric is affiliated with ON Investment Management Co., a firm that provides investment advice to individuals, charitable organizations, and retirement plans. ON Investment Management Co. is a firm with a long history of providing investment advice. Eric is a valuable resource for clients seeking advice on a variety of investment matters.

Firm Information

Eric Brogan 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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Eric Brogan’s Registration & Firm History

MI

05/05/2021 - Present

ON Investment Management Co. (East Lansing MI)

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Licenses & Designations

BC

Issued 05/27/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/27/1993

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Eric James Brogan.
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