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Nancy M Westbrock

ON INVESTMENT MANAGEMENT CO·CINCINNATI, Ohio
Unclaimed Profile
ONE FINANCIAL WAY, CINCINNATI, OH 45242CRD# 5637288Firm CRD# 105662
01

About

Nancy M Westbrock is a registered financial advisor based in CINCINNATI, Ohio, affiliated with ON INVESTMENT MANAGEMENT CO. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
ON INVESTMENT MANAGEMENT CO
ON INVESTMENT MANAGEMENT CO
AUM
$2.2B
Regulatory assets under management
Employees
206
Total firm employees
View all advisors at ON INVESTMENT MANAGEMENT CO →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5637288
Firm CRD# 105662
4 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Nancy M Westbrock offer?
Nancy M Westbrock specializes in Financial Planning, Investment Management. Contact their office in CINCINNATI, Ohio for a consultation.
What are Nancy M Westbrock's credentials?
Nancy M Westbrock is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Nancy M Westbrock located?
Nancy M Westbrock 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 Nancy M Westbrock charge for services?
Nancy M Westbrock'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 in CINCINNATI
Vivienne Karin Schleu — NATIONAL WEALTH MANAGEMENT GROUP, LLCMartin Wayne Friedman — SC GP III(B), LLCTodd Allen Gardner — SC GP III, LLCJennifer Jo Kielczewski — MARIEMONT CAPITAL LLCGary Edward Mathews — NATIONAL WEALTH MANAGEMENT GROUP, LLC
Nearby cities in Ohio
CLEVELAND (395)COLUMBUS (392)BEACHWOOD (138)DUBLIN (93)AKRON (70)
City Guides
CLEVELAND GuideCOLUMBUS GuideBEACHWOOD GuideDUBLIN GuideAKRON Guide
Research
Advisor Fees in OhioNational Fee Analysis
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