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Paul Leo Rotermund

ON Investment Management Co.

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About Paul Leo Rotermund

Paul Rotermund is a financial advisor with ON Investment Management Co.. Paul has over 39 years of experience in the financial services industry. Paul has a Series 7, Series 24, and Series 63 license and has achieved the Chartered Financial Consultant designation. Paul specializes in providing financial planning, portfolio management and selection of other advisors.

Firm Information

Paul Rotermund 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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Paul Rotermund’s Registration & Firm History

MO

06/28/2018 - Present

ON Investment Management Co. (Chesterfield MO)

VT

07/07/1989 - 01/12/1993

EQUITY SERVICES, INC. (MONTPELIER VT)

NA

01/14/1985 - 07/25/1989

INTEGRATED RESOURCES EQUITY CORPORATION

NA

11/23/1983 - 01/22/1985

FINANCIAL PLANNERS EQUITY CORPORATION

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Licenses & Designations

BC

Issued 11/29/1983

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/27/2000

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/19/1983

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Paul Leo Rotermund.
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