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Michael John Emery

ON Investment Management Co.

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About Michael John Emery

Michael Emery is a financial professional with over 35 years of experience in the financial services industry. Michael is currently registered with ON Investment Management Co. Michael has held previous positions at MML Investors Services, LLC, Old Kent Brokerage Services, Hornor, Townsend & Kent, Inc., MML Investors Services, Inc., G. R. Phelps & Co., Inc., and Pruco Securities Corporation. Michael's professional experience and dedication to his clients are reflected in his long-term career in the financial services industry. Michael is also a licensed boat captain and owner of a boat sales company, Superior Point Boat and Yacht Sales. Michael is an experienced professional with diverse interests.

Firm Information

Michael Emery 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 Emery’s Registration & Firm History

MI

10/23/2015 - Present

ON Investment Management Co. (Rockford MI)

MI

12/09/1997 - 10/21/2015

MML INVESTORS SERVICES, LLC (GRAND RAPIDS MI)

MI

05/15/1997 - 10/16/1997

OLD KENT BROKERAGE SERVICES (GRAND RAPIDS MI)

PA

06/24/1996 - 05/16/1997

HORNOR, TOWNSEND & KENT, INC. (HORSHAM PA)

MA

03/01/1996 - 07/19/1996

MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)

NA

09/29/1995 - 03/01/1996

G. R. PHELPS & CO., INC.

NJ

12/20/1984 - 08/09/1995

PRUCO SECURITIES CORPORATION (NEWARK NJ)

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Licenses & Designations

BC

Issued 03/27/1986

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/04/2008

Series 53 - Municipal Securities Principal Examination

BC

Issued 03/08/2000

Series 24 - General Securities Principal Examination

BC

Issued 03/27/1992

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 01/02/2023

Series 52TO - Municipal Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/13/1998

Series 7 - General Securities Representative Examination

BC

Issued 12/19/1984

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 John Emery.
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