Anna Marie Downs
Investment adviser representative at On Investment Management Co
20 yearsExperience
7 statesRegistered in
ChFC®Designation
$3.2BFirm assets
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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
20 years in the industry.
- On Investment Management CoAug 2014 to now
- The O.N. Equity Sales CompanyNov 2006 to now
- Ohio National Financial ServicesJun 2006 to now
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
State registrations
Registered as an investment adviser representative in 7 states (CO, FL, IL, MI, MN, NC, 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
- 5211564
- Firm CRD
- 105662