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Advisors / Illinois / Rushville
35yrs

Tim Eugene Ward

Financial advisor at ON Investment Management

Rushville, IL 62681Top advisor by experience in RushvilleFiduciary advisor
Call the officeDirections

At a glance

Experience35 years (since 1991)
How that compares ?Top advisor by experience in Rushville
Office400 W Logan Street Suite 2a, Rushville, IL 62681
How the firm is paid ?Percent of assets, Hourly, Flat fee
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.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Uniform Securities Agent State Law Examination
Uniform Investment Adviser Law Examination

Career

  1. 2016 – now
    ON Investment Management COCurrent firm
  2. 2013 – 2016
    SSN Advisory, Inc.Previously
  3. 2006 – 2013
    Concourse Financial Group Securities, Inc.Previously
  4. Jun 2004 – Feb 2006
    Cetera Investment Services LLCPreviously

Questions to ask Tim

Tailored to Tim’s registration and firm.

  1. What's your succession plan, and who would work with me if you retire?
  2. At a firm this size, will I work with you directly or with a service team?
  3. What does a financial plan with you include, and how often is it updated?
  4. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  5. Where would my money be held, and will I get statements directly from that firm?
  6. 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 Tim

How do I contact Tim?

Call ON Investment Management at 855-262-0913 and ask for Tim Eugene Ward. Tim works from the Rushville, IL office.

How long has Tim been a financial advisor?

Tim has been in the industry since 1991, about 35 years. Top advisor by experience in Rushville.

What licenses does Tim hold?

Series 63, Series 65. Tap any license on this page to see what it allows.

Is Tim a fiduciary?

Tim is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Tim paid?

ON Investment Management reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Tim for your total yearly cost in dollars.

Official record as of October 2, 2026.

This profile is for information only and is not financial advice or a recommendation.

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