Michael Spencer Ledford

Employer firm

On Investment Management Co CRD 105662

$3.15B regulatory AUM 308 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• SEI, ASSETMARK, BRINKER CAPITAL, BNY MELLON ADVISORS, INC, SYMMETRY PARTNERS, ENVESTNET

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2014 → Present
  The O. N. Equity Sales Compnay
  Cincinnati, OH
• 03/2014 → Present
  Ohio National Financial Services
  Cincinnati, OH

Previous Registrations

• 2007-11-09 → 2013-12-17
  Kestra Investment Services, Llc
  Chattanooga, TN
  Austin, TX
• 2004-03-15 → 2007-11-08
  First Horizon Advisors, Inc.
  Chattanooga, TN
  Chattanooga, TN

Other Businesses

1) LEDFORD PLANNING SERVICE; NOT INVESTMENT RELATED; 1802 SKYLINE DRIVE CHATTANOOGA TN 37421; INSURANCE; OWNER/AGENT; START DATE 08/01/1984; HOURS/MONTH 160; HOURS/TRADING 30; SELLING LIFE, HEALTH,DISABILITY, LTC AND FIXED ANNUITIES

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-29
• S63 Uniform Securities Agent State Law Examination
  1983-01-12

Designations

• Chartered Financial Consultant