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Aubrey C

CFP®, Series 66

Fort Collins, CO

ON Investment Management CO

Aubrey Coleman is a CFP® professional with 21 years of experience in the financial services industry. He is currently with ON Investment Management CO and has previously worked at REA Capital Management, LLC and Fiscal Fitness Clubs of America, LLC. In addition to his advisory role, Coleman is involved in insurance sales and financial consulting activities unrelated to investment advising. ON Investment Management Company provides financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, and various organizations. The firm offers both discretionary and non-discretionary management and utilizes a dual-registration model involving broker-dealer activities and third-party investment programs.

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

Series 63, Series 65

Wausau, WI

ON Investment Management CO

Jake Whalen is a financial advisor with ON Investment Management Company in Wausau, Wisconsin, holding Series 63 and Series 65 licenses and six years of industry experience. He has previously worked at Northwestern Mutual and operates an insurance agency through Whalen Financial Group. Whalen also serves as a registered representative with The O.N. Equity Sales Company. ON Investment Management Company is a SEC-registered adviser offering financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, and institutional clients. The firm employs a dual-registration model, combining discretionary and non-discretionary management approaches and access to various third-party investment programs.

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

Series 63, Series 65

Cincinnati, OH

ON Investment Management CO

Brett Hamilton is a financial advisor with ON Investment Management CO in Cincinnati, OH, holding Series 63 and Series 65 credentials and possessing 22 years of industry experience. He has been affiliated with The O. N. Equity Sales Company since 2014 and Ohio National Financial Services since 2013. Outside of his advisory work, he operates as an independent insurance agent. ON Investment Management Company 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 both discretionary and non-discretionary accounts and employs a dual-registration model, serving clients through a combination of third-party investment programs and advisory relationships.

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

Series 63, Series 66

Lees Summit, MO

ON Investment Management CO

Stephen White is a financial advisor with ON Investment Management Company, holding Series 63 and Series 66 credentials and 18 years of industry experience. He previously worked at Edward Jones from 2011 to 2017 and has been with The O.N. Equity Sales Company and Ohio National Financial Services since 2017. In addition to his advisory role, he is active as a real estate agent, assisting clients with buying and selling residential properties. ON Investment Management Company is a SEC-registered investment adviser serving individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm offers financial planning, portfolio management, and retirement-plan advisory services through a combination of third-party programs and both discretionary and non-discretionary management approaches.

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

PFS™, Series 63, Series 65

Fargo, ND

ON Investment Management CO

Scott Bye is a financial advisor with ON Investment Management CO in Fargo, ND, holding the PFS™ credential along with Series 63 and Series 65 licenses. He has 40 years of industry experience and has worked with firms including The O.N. Equity Sales Company, Ohio National Financial Services, Strommen & Associates, and Swenson Anderson Associates/Amerus Life. Outside of his advisory role, he operates SDB Sports Management, a career analysis and planning service. ON Investment Management Company is a registered investment adviser providing 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 along with access to a variety of third-party investment programs and manages client assets through a combination of discretionary and non-discretionary arrangements.

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

CFP®, Series 63

Orrville, OH

ON Investment Management CO

Henry Reifsnyder is a CFP® professional with 18 years of industry experience. He is affiliated with ON Investment Management CO and has held roles at Hummel Wealth Management, LLC since 2009, The O.N. Equity Sales Company since 2008, and Ohio National Financial Services since 2007. Outside of his advisory work, he is involved in various business activities including investments in billboard advertising ventures and a baseball academy in the Dominican Republic. ON Investment Management Company (ONIMCO) is a subsidiary of The O.N. Equity Sales Company offering financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm employs a dual registration model, providing both discretionary and non-discretionary management through a mix of in-house advisory and third-party programs.

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

ChFC®, Series 63, Series 65

Thousand Oaks, CA

ON Investment Management CO

Robert Walker is a ChFC® credentialed financial advisor at ON Investment Management CO with 34 years of industry experience. He has been associated with The O.N. Equity Sales Company since 2012 and has worked in the financial sector since 1982. Outside of advisory services, he is involved in life and health insurance sales. ON Investment Management Company is a SEC-registered adviser serving individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm provides financial planning, portfolio management, and retirement-plan advisory services through a combination of comprehensive plans, modular offerings, and access to third-party investment programs.

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

Series 63, Series 65

Overland Park, KS

ON Investment Management CO

Ian Trembly is a financial advisor with ON Investment Management Company, holding Series 63 and Series 65 credentials and five years of industry experience. His prior work includes roles at The ON Equity Sales Company, Ohio National Financial Services, Shipt, The Home Depot, and MSP. He was also involved with Olathe Youth Baseball for over a decade. ON Investment Management Company is a SEC-registered adviser providing financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm offers a mix of discretionary and non-discretionary management through third-party programs and maintains a dual-registration model involving broker-dealer activities.

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

Series 63, Series 65

Merrimack, NH

ON Investment Management CO

Jeffery Boutin is a financial advisor with ON Investment Management Company in Merrimack, NH, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been involved with multiple firms including The Boutin Financial Group, The O.N. Equity Sales Company, Ohio National Life Insurance Company, Guardian Life Insurance Company, and Baldwin & Clarke. Outside of his advisory roles, Boutin also owns and operates a financial advisory business focused on selling life, health disability, long-term care insurance, and fixed annuities. ON Investment Management Company is a SEC-registered investment adviser offering financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm provides a range of service options and access to multiple third-party investment programs, managing client assets through both discretionary and non-discretionary arrangements.

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