AdvisorOS Directory
Claim Profile
Unclaimed Profile
BT

Barbara Ann Turner

OHIO NATIONAL INVESTMENTS INC·MONTGOMERY, Ohio
SIE, Series 7, Series 24, Series 27, Series 53, Series 63, Series 65, Series 99TOClean recordOHIO NATIONAL INVESTMENTS INC
ONE FINANCIAL WAY, MONTGOMERY, OH 45242CRD# 1876752Firm CRD# 107528

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Barbara Ann Turner · MONTGOMERY, OH
Registration
CRD #1876752 · OHIO NATIONAL INVESTMENTS INC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 27
Series 53
Series 63
Series 65
Series 99TO
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
CONSTELLATION INVESTMENTS, INC.
CRD 107528 · SEC 801-51396
AUM
$11.7B
Regulatory assets under management
Employees
21
2 client accounts
Services offered by CONSTELLATION INVESTMENTS, INC.
Per Form ADV
Portfolio management (pooled investments)
Selection of other advisers
Client types served by the firm
Per Form ADV
Institutional Investors
View all advisors at CONSTELLATION INVESTMENTS, INC. →
Introduction

Speak with Barbara

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Barbara is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in MONTGOMERY?

Browse all registered financial advisors in MONTGOMERY, Ohio or claim this profile if it's yours.

Browse MONTGOMERY AdvisorsAre you this advisor? Claim profile
04

Frequently Asked Questions

What services does Barbara Ann Turner offer?
Barbara Ann Turner specializes in Investment Management, Wealth Management. Contact their office in MONTGOMERY, Ohio for a consultation.
What are Barbara Ann Turner's credentials?
Barbara Ann Turner is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Barbara Ann Turner located?
Barbara Ann Turner is based in MONTGOMERY, Ohio, working with OHIO NATIONAL INVESTMENTS INC. Their office serves clients in the MONTGOMERY metropolitan area and surrounding communities.
How does Barbara Ann Turner charge for services?
Barbara Ann Turner's firm is compensated through percentage of aum, other: reimbursed expenses and paid actual costs. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is OHIO NATIONAL INVESTMENTS INC?
OHIO NATIONAL INVESTMENTS INC has approximately 21 employees and manages $11.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at OHIO NATIONAL INVESTMENTS INC

William John Hilbert
MONTGOMERY, OH
John Keith Dwyer
MONTGOMERY, OH
Marc Ari Bruger
MONTGOMERY, OH

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Ohio
CINCINNATI (430)COLUMBUS (229)CLEVELAND (169)BEACHWOOD (76)DUBLIN (50)AKRON (50)DAYTON (34)INDEPENDENCE (30)WESTLAKE (28)NEW ALBANY (24)
City Guides
CINCINNATI GuideCOLUMBUS GuideCLEVELAND GuideBEACHWOOD GuideDUBLIN Guide
Research
Advisor Fees in OhioNational Fee Analysis
Request removal of this profile