Adviser and broker representative · On Investment Management Co.
Tracy Ford
CRD 7267517 · Lee's Summit, MO
At a glance
Tracy Ford is an investment adviser representative with On Investment Management Co. in Lee's Summit, MO, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Tracy’s SEC record dates to 2022, about 4 years ago. Tracy is also registered as a broker representative.
Current advisory firm
- On Investment Management Co.Since January 2026Lee's Summit, MO · $3.2B in regulatory assets
SEC adviser record
- Registered since
- 2022 (4 years)
- Designations
- None on file
- Exams
- Series 66
- Registered in
- 3 states
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Tracy’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 2 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.