OI
ON Investment Management Co
SEC RegisteredYou've made the decision — Let ONESCO help you find the best fit for Your needs
Assets Under Management
$1B–$5B
Year Founded
1968
Office Locations
26 offices
Total Accounts
14153
About the firm
Since our founding in 1968, ONESCO has taken pride in offering financial professionals independence, value and stability. The O.N. Equity Sales Company is a registered broker/dealer, member FINRA and SIPC, that has been delivering a consistent, stable platform for advisors to grow and be successful for over 50 years.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsCorporations
Areas of expertise
Independent Broker/dealerFinancial ProfessionalsAdvisor TransitionInvestment ProductsFINRA MemberSIPC MemberRegistered Broker/dealer
Services
Independent broker/dealer services for financial professionals, including a comprehensive product shelf, competitive payouts, access to technology and resources, and support for a wide variety of business models
Who they serve
Financial professionals and advisors looking to transition to or partner with an independent broker/dealer
Leadership
The O.n. Equity Sales Company
OWNER
Jeffery Allen Bley
CHAIRMAN, PRESIDENT & CEO
Inc. Ohio National Holdings
SHAREHOLDER
Andrew Joseph Vanhoy
CHIEF COMPLIANCE OFFICER
Kimberly Anne Plante
SECRETARY
Patrick Henry Mcevoy
CHAIRMAN, PRESIDENT & CEO
Nancy M Westbrock
DIRECTOR & CHIEF OPERATIONS OFFICER
Caisse De D�p�t Et Placement Du Qu�bec
OWNER
Ontario Teachers' Pension Plan Board
OWNER
Cdpq Gestion Fonds 780 Inc.
GENERAL PARTNER
Cdpq Dg/cr-780 Inc.
LIMITED PARTNER
Cdpq Fonds 780 Sec
LIMITED PARTNER
2720718 Ontario Limited
LIMITED PARTNER
Constellation Insurance Gp Llc
GENERAL PARTNER
Onlh Holdings Gp Llc
GENERAL PARTNER
Lp Constellation Insurance
LIMITED PARTNER
11004883 Canada Inc.
HOLDER OF CLASS B COMMON STOCK
Onlh Holdings Lp
HOLDER OF CLASS B COMMON STOCK
Onlh Holdings Lp
HOLDER OF CLASS A COMMON STOCK
John Adam Mackintosh
DIRECTOR
Office locations
26 offices in 15 states
OH
CincinnatiHQ
OH
Wooster
OH
Cincinnati
OH
Berlin
IL
Chicago
TX
Texarkana
MO
Chesterfield
IA
Cedar Rapids
PA
Pittsburgh
KY
Lexington
MN
Bloomington
OH
Orrville
WI
Madison
KY
Lexington
MO
St Charles
WI
Madison
CT
Branford
OH
Cuyahoga Falls
WV
Charleston
MO
Lee's Summit
CO
Greenwood Village
CO
Fort Collins
MA
Charlestown
MN
Bloomington
IN
Suite 125
MI
Novi
Advisors at this firm
Showing 100 of 210
Peter David Sentance
Investment Adviser Representative
Kevin Edward Kemmerer
Investment Adviser Representative
Michael Spencer Ledford
Investment Adviser Representative
Jeffrey Earl Taylor
Investment Adviser Representative
Warren Neil Howard
Investment Adviser Representative
Craig Allen Larsen
Investment Adviser Representative
Samuel Killgore Ross
Investment Adviser Representative
Joanne Marie Koster-Wilson
Investment Adviser Representative
Thomas Joseph Sowinski Sr
Investment Adviser Representative
Thomas James Frank
Investment Adviser Representative
Robert Craig Mitchell
Investment Adviser Representative
Frank John Cariola
Investment Adviser Representative
Robert George Eichinger
Investment Adviser Representative
John Michael Moody Sr
Investment Adviser Representative
Andrew Thomas Ullmann
Investment Adviser Representative
Robert Eugene Walker
Investment Adviser Representative
Richard Paul Boccaccio Jr
Investment Adviser Representative
Charles William Ross
Investment Adviser Representative
J Cortney Otterbein
Investment Adviser Representative
Scott Darrel Bye
Investment Adviser Representative
Stephen James Schug
Investment Adviser Representative
Randall Lloyd Diehl
Investment Adviser Representative
Deepak Nervanda Appaya
Investment Adviser Representative
Jeffrey Clay Lynch
Investment Adviser Representative
David Joseph Funke
Investment Adviser Representative
Stephen Ross Rinaldi
Investment Adviser Representative
Scott Kine
Investment Adviser Representative
Tim Eugene Ward
Investment Adviser Representative
Kerry Richard Whalen
Investment Adviser Representative
Michelle Marie Degree
Investment Adviser Representative
Steven Frederick Golden
Investment Adviser Representative
Jani Rhae Picard
Investment Adviser Representative
Homayoun Nekoorad
Investment Adviser Representative
Wendall Alan Kennedy
Investment Adviser Representative
Robert James Clancy
Investment Adviser Representative
Stanley John Lovelace
Investment Adviser Representative
David B Schlabach
Investment Adviser Representative
James Michael Cobb
Investment Adviser Representative
Mark Richard Hoemann
Investment Adviser Representative
Joseph George Cafiso
Investment Adviser Representative
Michael Don Sommers
Investment Adviser Representative
James Michael Parker
Investment Adviser Representative
Phillip Matthew Edwards
Investment Adviser Representative
Brent Richard Ewert
Investment Adviser Representative
Christopher Powell Hill
Investment Adviser Representative
Dennis Lee Travis
Investment Adviser Representative
John Adam Mackintosh
Financial Professional
Mark Allen Gash
Investment Adviser Representative
Jay Benjamin Dworsky
Investment Adviser Representative
Eric James Brogan
Investment Adviser Representative
David Joshua Rockman
Investment Adviser Representative
Bradford Chandler Smith
Investment Adviser Representative
Ronald Gregory Flowers
Investment Adviser Representative
Douglas Baugh Doster
Investment Adviser Representative
Richard Daniel Orred
Investment Adviser Representative
Pamela Kay Weaver
Investment Adviser Representative
Stephen Ray White
Investment Adviser Representative
Peter Charles Cisick
Investment Adviser Representative
Michael George Haddad
Investment Adviser Representative
Steven Mark Horton
Investment Adviser Representative
Leslie Shannon McDonald
Investment Adviser Representative
James Robert Sickorez
Investment Adviser Representative
Craig Scott Johnson
Investment Adviser Representative
Ross Arthur Middleton
Investment Adviser Representative
Michael Vincent Webb
Investment Adviser Representative
Patty Kelley Scott
Investment Adviser Representative
Kenneth William Dyer
Investment Adviser Representative
Michael D Bird
Investment Adviser Representative
Trevor Warren Pfrang
Investment Adviser Representative
Brian Michael Keswick
Investment Adviser Representative
Michael David Franta
Investment Adviser Representative
William Edward Husson
Investment Adviser Representative
Donald Thomas McNeill
Investment Adviser Representative
Christopher David Heckadon
Investment Adviser Representative
Karl David Schlabach
Investment Adviser Representative
John Samuel Scott
Investment Adviser Representative
David Vinton Ludwinski
Investment Adviser Representative
Scott Anthony Mansfield
Investment Adviser Representative
Paul Steven Elkind
Investment Adviser Representative
Eric Matthew Aponte
Investment Adviser Representative
Dennis Michael Dean
Investment Adviser Representative
David Edward Smyth
Investment Adviser Representative
Aaron Phillip Hughes
Investment Adviser Representative
Allen Randolph Bruce
Investment Adviser Representative
Stanley Clyde Mock
Investment Adviser Representative
Jeffery Paul Boutin
Investment Adviser Representative
Scott Lavell Cluff
Investment Adviser Representative
Andrew Dennis Badertscher
Investment Adviser Representative
Evan Matthew Bihl
Investment Adviser Representative
Alishia Marie Terrill
Investment Adviser Representative
George Barton Newton III
Investment Adviser Representative
Jason C Lohnes
Investment Adviser Representative
Hardev Prempuri Goswami
Investment Adviser Representative
Danielle V. Davis
Investment Adviser Representative
Glenn Joseph Eckstut
Investment Adviser Representative
Anthony Dennis Casnellie
Investment Adviser Representative
Gregory J. Szelung
Investment Adviser Representative
Trevor Linn Hostetler
Investment Adviser Representative
John Michael Sweeney
Investment Adviser Representative
Ryan Matthew Gill
Investment Adviser Representative
Regulatory & compliance
CRD number
#105662
SEC Number
801-7941
Disciplinary History
Yes
Fees & Minimums
Fee arrangements the firm reports: AUM / Hourly / Flat Fee
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Website
joinonesco.comPhone
855-262-0913Editorial disclosure
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. ON Investment Management Co has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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