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Michael George Haddad

ON Investment Management Co.

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About Michael George Haddad

Michael Haddad is a financial advisor based in Brentwood, TN, with over 28 years of experience in the industry. Michael has a Series 6, Series 63, and Series 65 license and is registered to provide investment advice in 12 states. Michael is currently affiliated with ON Investment Management Co., which provides a variety of investment services to individuals, businesses, and institutions. Michael also has a background in insurance sales.

Firm Information

Michael Haddad 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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Michael Haddad’s Registration & Firm History

TN

04/03/2006 - Present

ON Investment Management Co. (BRENTWOOD TN)

VT

12/13/1994 - 11/01/1995

EQUITY SERVICES, INC. (MONTPELIER VT)

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Licenses & Designations

IA

Issued 03/13/2006

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/19/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/12/1994

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michael George Haddad.
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