Andrew Phelps Burnside
Investment adviser representative at On Investment Management Co
12 yearsExperience
3 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
12 years in the industry.
- On Investment Management CoMay 2026 to now
- The O.N. Equity Sales CompanyMar 2026 to now
- Colorado Financial AdvisorsFeb 2026 to now
- UnemploymentNov 2025 to Jan 2026
- HalliburtonJun 2022 to Oct 2025
- Louisiana State UniversityAug 2018 to May 2022
- Jesuit High School of New OrleansAug 2014 to May 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
- Series 63 · Uniform Securities Agent State Law2026
State registrations
Registered as an investment adviser representative in 3 states (CO, IA, LA).
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
- 8233589
- Firm CRD
- 105662