The O.N. Equity Sales Company
Firm details
- Headquarters
- Montgomery, Ohio
- CRD number
- 2936
- Registered since
- October 26, 1968
- Website
- joinonesco.com
Firm profile
FINTRXOverview
The O.N. Equity Sales Company is organized as a corporation and has been registered with the SEC since 1968. Ownership is identified as a mix of a domestic entity and an individual. FINTRX classifies the firm as unclassified and records that it is not a capital allocator. The firm is marked as not an active ESG investor, not a multi-state adviser, not newly formed, not a pension consultant, and not a related adviser. FINTRX contains limited disclosure on the company’s advisory scope, fee arrangements, client segments and broader business activities; those items were not provided in the dataset.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 10
Robert Walker
President, CEOCRD 1330047
Valerie Hoelscher
Marketing CoordinatorCRD 3127258

Nancy Westbrock
President and Chief Executive OfficerCRD 5637288
Contacts
3 of 391
Glenn Eckstut
President and FounderCRD 4271739

Jennifer Gilroy
Registered RepresentativeCRD 7027186

Clark Schulte
Registered RepresentativeCRD 5278863
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Montgomery, OH
Hamilton
Location
Montgomery, OH
Headquartered in Montgomery, OH, anchoring the Cincinnati-Wilmington-Maysville, OH-KY-IN metro in the Midwest.
- Metro area
- Cincinnati-Wilmington-Maysville, OH-KY-IN
- Region
- Midwest
- County
- Hamilton
- Address
- 1 Financial Way
- Time zone
- ET (UTC-5)
- Office locations
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