Richard Daniel Orred
Investment adviser representative at On Investment Management Co
24 yearsExperience
9 statesRegistered in
$3.2BFirm assets
54 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
24 years in the industry.
- On Investment Management CoMay 2013 to now
- The O. N. Equity Sales CompanyMay 2013 to now
- Ohio National Financial ServicesFeb 2012 to now
- Sig Advisors, LLCJul 2003 to now
- Sig Securities, LLCNov 2002 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 65 · Uniform Investment Adviser Law2003
State registrations
Registered as an investment adviser representative in 9 states (FL, MD, MN, ND, OH, SC, SD, TX, WI).
On Investment Management Co
$3.2BAssets managed
9,568Clients
195Advisers
54 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2501700
- Firm CRD
- 105662