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Trevor P
Series 63, Series 65
Appleton, WI
ON Investment Management CO
Trevor Pfrang is a financial advisor with ON Investment Management CO in Appleton, WI, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has worked with Wisconsin Financial Advisors since 2009 and The O.N. Equity Sales Company and Guardian Life Insurance Company of America since the early 2000s. Outside of advising, he is active in selling life disability insurance. ON Investment Management Company is a SEC-registered adviser serving individuals, families, trusts, charitable organizations, businesses, and retirement plan sponsors. The firm offers financial planning, portfolio management, and access to various third-party investment programs, providing a mix of discretionary and non-discretionary asset management.
April H
Series 66
Appleton, WI
ON Investment Management CO
April Hahn is a financial advisor with ON Investment Management Company in Appleton, WI, holding a Series 66 credential and bringing 12 years of industry experience. She has worked previously at SII Investments, Inc. and has been associated with The O.N. Equity Sales Company and Wisconsin Financial Group since 2017. In addition to her advisory role, she serves as an office manager for Wisconsin Financial Group, handling office tasks and supporting representatives. ON Investment Management Company is a SEC-registered investment adviser that provides financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm offers a combination of discretionary and non-discretionary management, utilizing third-party investment programs and a dual-registration model involving broker-dealer activities.
Francis H
Series 66
Appleton, WI
ON Investment Management CO
Francis Haanen is a financial advisor at ON Investment Management CO with one year of industry experience. He holds the Series 66 designation and has worked at several firms, including Wisconsin Financial and UWGB. ON Investment Management Company (ONIMCO) 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 a range of third-party investment programs and manages client accounts through both discretionary and non-discretionary arrangements.
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