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David L

Series 63, Series 65

Smithfield, UT

On Investment Management CO

David Ludwinski is a financial advisor with On Investment Management Company, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has worked at The O.N. Equity Sales Company since 2007 and Ohio National Financial Services since 2002. Outside of his advisory role, he is also active as an insurance agent, selling health, life, property and casualty, fixed annuities, disability, and long-term care insurance. On Investment Management Company provides financial planning and investment advisory services to individual investors, charitable organizations, businesses, and retirement plan sponsors. The firm offers a variety of advisory programs, including fee-based financial planning and both discretionary and non-discretionary managed account options.

General retirement planning Retirement income strategy College savings (529s, UTMA, etc.)
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