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Stefan Michael Faerber

Advisor at On Investment Management CO — Napoleon, OH

Updated today

Credentials

Series 63

Experience

7 years

Location

Napoleon, OH 43545

On Investment Management CO logo

On Investment Management CO

Multi-team

Total advisors

198

Across 121 offices

Clients per advisor

47 Low

Avg AUM per client

$319,610 Low

HNW client ratio

9% Low

About

Stefan Faerber is a financial advisor with On Investment Management Company, holding a Series 63 designation and six years of industry experience. He has worked at The O.N. Equity Sales Company since 2019 and is also involved with Ohio National Financial Services and Meyer-Badenhop Insurance Agency, where he serves as vice president and secretary. Outside of his advisory work, he and his wife engage in house flipping as a hobby. On Investment Management Company provides financial planning and investment advisory services to a diverse client base, including individual investors, charitable organizations, businesses, and retirement plan sponsors. The firm offers a variety of fee-based financial planning options, third-party investment programs, and both discretionary and non-discretionary managed account solutions.

Client services

Based on On Investment Management CO

Financial planning Portfolio management Selection of other advisers
Sei, assetmark, brinker capital, bny mellon advisors, inc, symmetry partners, envestnet

Expertise

Based on On Investment Management CO

General retirement planning Retirement income strategy College savings (529s, UTMA, etc.)

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Fee options

Fixed

Up to $5,000/year for Specialized Financial Services (fixed fee basis)

Percentage

0.30% - 1.50% annually (negotiable by IAR)

Project-based

Up to $350/hr for Specialized Financial Services (hourly basis)

Location

See office

Napoleon, OH

1333 Woodlawn Ave

Napoleon OH 43545

Advisors at this office

1

Most active in

Ohio

Work history

7 years of industry experience

The O.N. Equity Sales Company

2019 - Present • 7 years

Cincinnati, OH

Ohio National Financial Services

2018 - Present • 8 years

Cincinnati, OH

Meyer-Badenhop Insurance Agency, Inc.

2018 - Present • 8 years

Napoleon, OH

SlantSeven, LLC

2015 - Present • 11 years

Napoleon, OH

Compassion Christian Church

2012 - 2018 • 6 years

Savannah, GA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Jason B

CFA®, Series 63

McClure, OH

Stirling Bridge Wealth Partners, LLC

Jason Born is a CFA charterholder and Series 63 licensee with 13 years of industry experience. He has been the sole advisor at Stirling Bridge Wealth Partners, LLC since 2015. Outside of advisory work, he is a self-published author of non-investment related material. Stirling Bridge Wealth Partners provides discretionary portfolio management and integrated financial planning primarily for high-net-worth individuals, families, and some charitable organizations. The firm employs a mix of fundamental, cyclical, and quantitative analysis within documented investment policy statements and uses both long- and short-term trading and options strategies under discretionary authority.

Options & derivatives strategies Tax-loss harvesting Wealth management
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David S

Series 63, Series 65

Napoleon, OH

Impassioned Wealth Management Ltd

David Smith is the sole advisor at Impassioned Wealth Management Ltd in Napoleon, OH. He holds Series 63 and 65 licenses and has 19 years of industry experience. Prior to founding his firm, he worked at Rooted Advisors from 2019 to 2021. Impassioned Wealth Management Ltd serves individuals, including high-net-worth clients, as well as corporate pension and profit-sharing plans, charitable institutions, and foundations. The firm employs a plan-driven, behaviorally focused investment approach that emphasizes long-term equity exposure with disciplined rebalancing and incorporates direct-indexing strategies alongside physical bullion holdings.

Passive / index investing Real estate investing Wealth management Cash flow / budgeting

Jason D

CFP®, EA

Defiance, OH

Demland Wealth LLC

Demland Wealth is a flat-fee, fee-only fiduciary firm helping Christians retire well and give generously. We serve Christian households who are retired or within five years of retirement — typically with $1 million or more in investable assets — combining retirement income planning, proactive year-round tax strategy, charitable giving, and Biblically Responsible Investing into one comprehensive plan. Our team holds the CFP®, Certified Kingdom Advisor® (CKA®), and Enrolled Agent (EA) credentials, so tax planning is a core competency, not an afterthought. Clients pay one transparent flat annual fee that doesn't increase as their portfolio grows — no commissions, no product sales, no conflicts of interest. Based in Defiance, Ohio, we work virtually with families across the country. A lot of advisors try to be all things to all people — we don't. Our expertise is helping Christian families make the most of what God has entrusted to them, before and during retirement.

General tax planning Retirement income strategy Social Security optimization Baby Boomers (Born 1946-1964) Christian Faith Based
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Ned W

Series 63, Series 65

Archbold, OH

Childs Investment Group, Inc.

Ned Wyse is a financial advisor with Childs Investment Group, Inc. in Archbold, OH, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. He has worked with firms including 724 Capital, LLC and National Planning Corporation. Outside of advising, he owns and operates Wyse Refrigeration and Appliance Services, a part-time repair service business. Childs Investment Group provides financial planning and advisory services to families, high-net-worth individuals, and various entities. The firm develops tailored financial plans without managing client securities or exercising investment discretion, coordinating with clients’ chosen broker-dealers or third-party advisers for implementation.

General tax planning
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Noah B

Series 63, Series 66

Defiance, OH

Demland Wealth LLC

Noah Buttermore is a financial advisor at Demland Wealth LLC with Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Demland Wealth, he worked at Fidelity Investments and held roles in various industries including automotive and accounting. Demland Wealth is a state-registered advisory firm serving individuals, high-net-worth clients, charitable organizations, and businesses with discretionary portfolio management and comprehensive financial planning. The firm focuses on strategic asset allocation complemented by tactical adjustments and combines active and passive investment vehicles alongside fundamental and technical analysis.

Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.) Retirement income strategy
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Kyler B

Series 65

Defiance, OH

Northfort Financial, LLC

Kyler Baird is a financial advisor at Northfort Financial, LLC with a Series 65 credential and one year of industry experience. Prior to joining Northfort, he held roles at firms including Manz Accounting and Insurance and Briskey Financial Services, LLC. Outside of financial advising, he owns and operates Baird’s Local Honey, an agricultural business focused on beekeeping and honey products. Northfort Financial, LLC is an SEC-registered investment adviser serving retail investors with fiduciary portfolio management and advisory services. The firm manages accounts on a discretionary basis and advises on a wide range of investments while maintaining regular client contact and portfolio monitoring.

Wealth management General tax planning
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