Robert Walker
Robert Walker is a ChFC-designated registered investment advisor at On Investment Management CO, based in Thousand Oaks, CA, with 34 years of industry experience. Robert is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 4 more. Their firm serves 9,568 clients with $3.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Representative fees for managed account programs range from 0.30% to 1.50% annually. Third-party investment advisory programs have separate unique fee schedules.
Fee Estimator
Location
3454 Indian Ridge Circle, Thousand Oaks, CA, 91362
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Robert is an insurance agent selling life and health insurance since 1982, dedicating a few hours per week to this activity. He is also the CEO, Chairman, and Owner of Wealth Cornerstones, where he recruits and develops associates, grows the firm, and oversees sales, dedicating nearly full-time hours to this role. Wealth Cornerstones offers life, disability, long-term care, and health insurance.
Employment History
Current Registrations
On Investment Management CO
The O.N. Equity Sales Company
The O.N. Equity Sales CompanyBroker
Previous Registrations
MML Investors Services, LLCBroker
MML Investors Services, LLC
MML Investors Services, INC.
MML Investors Services, INC.Broker
MML Investors Services, INC.Broker
Cigna Securities, INC.Broker
Penn Mutual Equity Services, INC.Broker
State Registrations7 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- Louis Ashamallah, CFPLPL Financial LLC
- Brenda Karczag, ChFCPark Avenue Securities LLC
- Nava Spivak, CFPWells Fargo Advisors
- Kenneth Bock, CFPMutual Advisors, LLC
- Victoria Arndt, ChFCMercer Global Advisors INC.
- Daniel Disimile, CFPDaniel J. Disimile CFP, LLC