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Adam H
Series 63, Series 65
Lexington, KY
ON Investment Management CO
Adam Howard is a financial advisor with ON Investment Management Company in Lexington, Kentucky, holding Series 63 and Series 65 credentials and 10 years of industry experience. He has worked at Ohio National Financial Services and The O.N. Equity Sales Company since 2015, and previously at IFS Financial Services and Touchstone Securities, Inc. He is also the owner of Envisage Wealth Advisors LLC. ON Investment Management Company is a SEC-registered investment adviser and subsidiary of The O.N. Equity Sales Company, providing financial planning, portfolio management, and retirement-plan advisory services to a wide range of clients, including individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm offers both discretionary and non-discretionary account management through third-party programs and maintains a dual-registration model with broker-dealer activity.
Scott Z
Series 65, Series 63
Lexington, KY
ON Investment Management CO
Scott Zavitz is an advisor at ON Investment Management Company with Series 63 and Series 65 credentials. He has worked in related fields since 2015, including roles at The O.N. Equity Sales Company, McClatchy LLC, Premier Sotheby's, and Sunlit Realty. ON Investment Management Company is a SEC-registered investment adviser serving individuals, families, trusts, charitable organizations, businesses, and retirement plan sponsors. The firm offers financial planning, portfolio management, and retirement-plan advisory services through a combination of discretionary and non-discretionary strategies, frequently utilizing third-party investment programs.
Warren H
Series 63, Series 65
Lexington, KY
ON Investment Management CO
Warren Howard is a financial advisor with ON Investment Management Company in Lexington, KY, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has worked at Lexington Financial Service since 2004, The O.N. Equity Sales Company since 1985, and Ohio National Life Insurance since 1981. Outside of advisory roles, he is involved in medical and life insurance sales through his business, Lexington Financial Services. ON Investment Management Company is a SEC-registered adviser serving individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm provides financial planning, portfolio management, and retirement-plan advisory services, offering both discretionary and non-discretionary investment programs including third-party managers.
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