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David Nyles Nelson

Investment adviser representative at On Investment Management Co
11 yearsExperience
5 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

11 years in the industry.

  1. On Investment Management CoApr 2018 to now
  2. The O.N. Equity Sales CompanyApr 2018 to now
  3. Ohio National Financial ServicesJun 2017 to now
  4. Kestra Financial, LLCMay 2017 to Apr 2018
  5. Principal Life Insurance CompanyMay 2015 to Feb 2017
  6. Princor Financial Services CorporationMay 2015 to Feb 2017

Exams passed

  • Series 63 · Uniform Securities Agent State Law2006
  • Series 65 · Uniform Investment Adviser Law2016

State registrations

Registered as an investment adviser representative in 5 states (CO, FL, IL, IN, TX).

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
5085790
Firm CRD
105662
Advisor's SEC record (opens in a new tab)
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