The O.N. Equity Sales Company

Broker-DealerFINRA MemberEst. 1968
Total AUM
Advisory reps
389
Avg account
$0

Firm details

Headquarters
Montgomery, Ohio
CRD number
2936
Registered since
October 26, 1968

Firm profile

FINTRX

Overview

The O.N. Equity Sales Company is organized as a corporation and has been SEC-registered since 1968. Ownership is listed as a combination of domestic entities and individuals. The firm is classified as unclassified in the available dataset and is not identified as a capital allocator. The firm does not self-report as an active ESG investor, is not designated a multi-state adviser in the snapshot data, and is not flagged as newly formed, a pension consultant, or a related adviser. Public disclosures did not include descriptions of advisory activities, fee schedules, or client segments.

Assets & Accounts

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 9
  • Robert Walker

    Robert Walker

    President, CEOCRD 1330047

  • Valerie Hoelscher

    Marketing CoordinatorCRD 3127258

  • Nancy Westbrock

    Nancy Westbrock

    President and Chief Executive OfficerCRD 5637288

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Contacts

3 of 380
  • Glenn Eckstut

    Glenn Eckstut

    ​President and FounderCRD 4271739

  • Jennifer Gilroy

    Jennifer Gilroy

    Registered RepresentativeCRD 7027186

  • Clark Schulte

    Clark Schulte

    Registered RepresentativeCRD 5278863

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth