Gregory Shuman is a financial advisor at On Investment Management CO with eight years of industry experience. He holds Series 65 and Series 63 licenses and has worked at several firms, including Ameriprise Financial Services, Principal Life Insurance Company, and Altitude Capital Management. Outside of his advisory role, he owns and operates Guidents, an independent agency focused on life, health, and annuity insurance products.
On Investment Management CO is a multi-team SEC-registered investment adviser that provides financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm offers comprehensive and modular financial plans and access to various third-party investment programs, managing client accounts through both discretionary and non-discretionary advisory relationships.