Morgan Stanley
41yrs
Top advisor by experience in Thousand Oaks
29yrs
Robert Walker
Full name on record: Robert Eugene Walker
Financial advisor at ON Investment Management
Robert Walker is a fiduciary financial advisor in Thousand Oaks, California, with 29 years in the industry. After nine years at MML Investors Services, Robert joined ON Investment Management in 2013, a firm offering financial planning, investment management, and selecting outside investment managers. Robert holds the ChFC designation.
One of 140 advisors with offices in Thousand Oaks, and one of 122 fiduciaries.
At a glance
Experience29 years (since 1997)
How that compares ?Top 18% by experience nationwide
Office3454 Indian Ridge Circle, Thousand Oaks, CA 91362
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$319,610
Advisors at the firm209
States licensed ?1 state
Services through ON Investment Management
Financial planningInvestment management for individuals and small businessesChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
ChFC
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2013 – nowON Investment Management COCurrent firm
- 2003 – 2012MML Investors Services, LLCPreviously
- 1998 – 2003MML Investors Services, LLCPreviously
Questions to ask Robert
Tailored to Robert’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Robert
How do I contact Robert?
Call ON Investment Management at 855-262-0913 and ask for Robert Walker. Robert works from the Thousand Oaks, CA office.
How long has Robert been a financial advisor?
Robert has been in the industry since 1997, about 29 years. Top 18% by experience nationwide.
What licenses does Robert hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Robert a fiduciary?
Robert is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Robert paid?
ON Investment Management reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Robert for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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