Brian Keswick, financial advisor Wilsonville OR

Brian Keswick

CRD Number: 2891172
Current Firm: On Investment Management Co

Brian Keswick (CRD# 2891172) is an Investment Advisor Representative working at On Investment Management Co in Wilsonville, OR and has over 25 years of experience in the finance industry.

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Company Name Location Dates Years
Ohio National Financial Services Cincinnati, OH Jan 2008 - Current 16
The O.n. Equity Sales Company Cincinnati, OH Jan 2008 - Current 16
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1998
S65 NASAA Investment Advisors Law Examination Jan 2000
Contact Info for Brian M. Keswick
Phone Number: 855-262-0913
Firm Website: https://www.onesco.net/
Registered State(s):
  • OR
By the Numbers
  • Total Assets Under Management
    2,195
    MILLIONS
  • Total Number of Accounts
    15,930
    ACCOUNTS
  • Average Account Value
    $137,818
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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