Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Evan? Claim Your ProfileEvan Bihl is a registered investment advisor representative with ON Investment Management Co., in Cincinnati, OH. Evan has been working in the financial industry for over 23 years. Previously, Evan was a Registered Representative at Fidelity Brokerage Services LLC in Covington, Kentucky. Evan holds a Series 63, 66 and 24 license, and is registered as an Investment Advisor Representative in Ohio. The firm has a total of $2,195,447,741 in assets under management. The firm specializes in providing financial planning, portfolio management for individuals, and selection of other advisors. The firm's assets under management include high net worth individuals, charitable organizations, pension and profit sharing plans, corporations or other businesses, and individuals other than high net worth.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Morningstar investment services llc, sei, assetmark, brinker capital, bny mellon advisors, inc, symmetry partners, envestnet
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
OH
02/08/2023 - Present
ON Investment Management Co. (CINCINNATI OH)
KY
03/17/2000 - 08/17/2006
FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)
BOTH
Issued 11/26/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/30/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/15/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/16/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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