Michael Douglas Weldy
Investment adviser representative at On Investment Management Co
13 yearsExperience
1 stateRegistered 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
13 years in the industry.
- On Investment Management CoAug 2018 to now
- The O.N. Equity Sales CompanyAug 2018 to now
- Ohio National Financial ServicesJul 2018 to now
- dba Weldy Financial & Wealth ManagementNov 2016 to now
- Fixed Insurance With Various CompaniesNov 2016 to now
- Cetera Advisors LLCDec 2013 to Aug 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
State registrations
Registered as an investment adviser representative in 1 state (OH).
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
- 4679852
- Firm CRD
- 105662