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Kimberly Anne Plante

ON INVESTMENT MANAGEMENT CO·CINCINNATI, Ohio
SIE, Series 7, Series 24Clean recordON INVESTMENT MANAGEMENT CO
ONE FINANCIAL WAY, CINCINNATI, OH 45242CRD# 4933358Firm CRD# 105662

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kimberly Anne Plante · CINCINNATI, OH
Registration
CRD #4933358 · ON INVESTMENT MANAGEMENT CO
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
ON INVESTMENT MANAGEMENT CO
CRD 105662 · SEC 801-7941
AUM
$2.2B
Regulatory assets under management
Employees
206
15,930 client accounts
Services offered by ON INVESTMENT MANAGEMENT CO
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at ON INVESTMENT MANAGEMENT CO →
Introduction

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Frequently Asked Questions

What services does Kimberly Anne Plante offer?
Kimberly Anne Plante specializes in Financial Planning, Investment Management. Contact their office in CINCINNATI, Ohio for a consultation.
What are Kimberly Anne Plante's credentials?
Kimberly Anne Plante is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kimberly Anne Plante located?
Kimberly Anne Plante is based in CINCINNATI, Ohio, working with ON INVESTMENT MANAGEMENT CO. Their office serves clients in the CINCINNATI metropolitan area and surrounding communities.
How does Kimberly Anne Plante charge for services?
Kimberly Anne Plante's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ON INVESTMENT MANAGEMENT CO?
ON INVESTMENT MANAGEMENT CO has approximately 206 employees and manages $2.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at ON INVESTMENT MANAGEMENT CO

John Andrew Delpozzo
CINCINNATI, OH
Jeffery Allen Bley
CINCINNATI, OH
John Adam Mackintosh
CINCINNATI, OH
Patrick Henry Mcevoy
CINCINNATI, OH
Andrew Joseph Vanhoy
CINCINNATI, OH
Gary Thomas Huffman
CINCINNATI, OH

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