Robert Eugene Walker

Financial advisor at On Investment Management Co

Last updated 2026-10-10

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Robert Eugene Walker is a financial advisor at On Investment Management Co, CRD 1330047. Licenses and exams on the registration: Series 63, Series 65. IAPD registration began 1998-12-14.

Registration

CRD number
1330047
Registration status
Active
IAPD registration
1998-12-14
Industry Experience
27 years
Work Experience
44 years
States registered
CA, IN

Licenses and exams

  • Series 63
  • Series 65

Designations

  • Chartered Financial Consultant

Work history

  • 2012-12 to Present · The O. N. Equity Sales Company · Cincinnati, OH
  • 1982-06 to Present · Robert Walker · Thousand Oaks, CA

Current employment

SEC IAPD record for Robert Eugene Walker

On Investment Management Co

Regulatory AUM
$3,152,519,169
Registered advisors
208
Offices
154
Clients per advisor
46.0 (Low)
Average AUM per client
$329.5K (Low)
High-net-worth client ratio
8.3% (Low)

On Investment Management Co: advisors, services and reported ETF investments

About

Robert Eugene Walker is a Chartered Financial Consultant financial advisor at On Investment Management Co. Reported securities licenses include Series 63 and Series 65. The latest record indicates 27 years of industry experience and 44 years of reported work history.

On Investment Management Co's firm-level Form ADV reports 208 advisors across 154 offices; approximately 46.0 clients per advisor, average assets per client of $329,486, and regulatory AUM of $3.2B; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Charitable organizations, and Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Selection of Other Advisers, and Other Advisory Service.

What this firm offers

Filed by On Investment Management Co on Form ADV.

Client services

  • Financial Planning Services
  • Individuals and Small Businesses
  • Selection of Other Advisers
  • Other Advisory Service

Fee options

  • Percentage of Assets Under Management
  • Hourly Charges
  • Fixed Fees (Other Than Subscription)

Business and affiliations

  • Broker-Dealer (Registered or Unregistered)
  • Registered Representative of a Broker-Deale
  • Insurance Broker or Agent
  • Broker-Dealer or Municipal Securities Dea
  • Other Investment Adviser (Incl. Financial
  • Insurance Company or Agency

Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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