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Tim Eugene Ward

ON Investment Management Co.

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About Tim Eugene Ward

Tim Eugene Ward is a financial advisor in Rushville, Illinois and is registered with ON Investment Management Co. Tim has been working in the financial industry since 1987. Tim holds licenses for both securities and investment advisory services. Tim is registered with the states of Arizona, Florida, Illinois, Indiana, Iowa, Minnesota, Missouri, Nevada, Ohio and Texas.

Firm Information

Tim Ward 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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Tim Ward’s Registration & Firm History

IL

11/01/2022 - Present

ON Investment Management Co. (Rushville IL)

IL

02/19/2013 - 03/02/2016

SECURITIES SERVICE NETWORK, INC. (RUSHVILLE IL)

IL

03/02/2006 - 02/22/2013

PROEQUITIES, INC. (RUSHVILLE IL)

MN

06/08/2004 - 02/14/2006

PRIMEVEST FINANCIAL SERVICES, INC. (ST. CLOUD MN)

FL

01/17/2001 - 06/01/2004

RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)

IL

07/02/1996 - 01/03/2001

INVESTMENT PLANNERS, INC. (DECATUR IL)

CA

11/11/1992 - 07/16/1996

WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)

WA

07/18/1990 - 11/16/1992

RELIASTAR FINANCIAL MARKETING CORP. (SEATTLE WA)

NY

10/26/1987 - 07/06/1990

NYLIFE SECURITIES INC. (NEW YORK NY)

NA

01/30/1987 - 10/14/1987

TITAN CAPITAL CORPORATION

NA

12/08/1986 - 02/02/1987

WALNUT STREET SECURITIES, INC.

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Licenses & Designations

IA

Issued 05/28/2003

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/10/1991

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/09/2004

Series 7 - General Securities Representative Examination

BC

Issued 12/05/1986

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Tim Eugene Ward.
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