Nickolas Paul Sanchez
Investment adviser representative at On Investment Management Co
6 yearsExperience
14 statesRegistered in
CFP® certificationDesignation
$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
6 years in the industry.
- O.N. Investment Management CompanyJun 2011 to now
- The O.N. Equity Sales CompanyJun 2011 to now
- Ohio National Financial ServicesMay 2011 to now
- Fai AdvisorsMay 2011 to Feb 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 65 · Uniform Investment Adviser Law2010
State registrations
Registered as an investment adviser representative in 14 states (AZ, FL, GA, IL, IN, MA, MD, MI, MO, NC, OH, SC, WA, 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
- 5396215
- Firm CRD
- 105662