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Timothy Patrick Reidy

ON Investment Management Co.

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About Timothy Patrick Reidy

Timothy Patrick Reidy is a financial advisor with ON Investment Management Co. based in Carmel, IN. Timothy Reidy has been working in the industry since July 19, 2021. He has a wide range of experience, including working as an Office Assistant at RP Wealth Advisors LLC. Timothy Reidy holds the Series 63, Series 65, Series 7TO, SIE and Series 24 licenses. He is also a Certified Financial Planner. Timothy Reidy specializes in providing financial planning, portfolio management for individuals, and selection of other advisers.

Firm Information

Timothy Reidy 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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Timothy Reidy’s Registration & Firm History

IN

05/24/2022 - Present

ON Investment Management Co. (Carmel IN)

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Licenses & Designations

BC

Issued 08/07/2021

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 06/05/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/03/2024

Series 24 - General Securities Principal Examination

BC

Issued 07/20/2021

Series 7TO - General Securities Representative Examination

BC

Issued 06/18/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Timothy Patrick Reidy.
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