Bloomington, MN Office

Team
Updated today

Client AUM

$2,977,802,304

Clients

9,317

Advisors

6

Of 198 advisors across 121 offices

Location

8011 34th Avenue South, Suite 436

Bloomington MN 55425

Advisors at this office

6

Advisors at this office

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John C

Series 63

Bloomington, MN

On Investment Management CO

John Campbell is a financial advisor with On Investment Management CO based in Bloomington, MN. He holds a Series 63 designation and has 42 years of industry experience. His career includes long-term roles at THE O.N. Equity Sales Company, Ohio National Financial Services, and New England Securities. Outside of advisory work, he is also a career insurance agent specializing in life insurance, annuities, disability insurance, and long-term care insurance. On Investment Management Company provides financial planning and investment advisory services to individual investors, charitable organizations, businesses, and retirement plan sponsors. The firm offers a range of fee-based planning, third-party investment programs, and managed account options, with a mix of discretionary and non-discretionary assets under management.

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

Series 63

Bloomington, MN

On Investment Management CO

Bradley Struve is a financial advisor at On Investment Management Company with 47 years of industry experience. He holds a Series 63 designation and has worked at THE O.N. Equity Sales Company since 1992 and Aetna Life and Casualty since 1978. Outside of his advisory role, he is president and shareholder of Pilot Financial Partners, Inc., an insurance sales business. 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 range of advisory platforms, including fee-based planning, third-party investment programs, and IAR-directed managed accounts.

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

Series 65

Bloomington, MN

On Investment Management CO

Drew Sonnenberg is a Series 65-licensed advisor at O.N. Investment Management Company with one year of industry experience. His prior work background includes roles in financial services as well as various positions in hospitality and recreation. O.N. Investment Management Company is a SEC-registered investment adviser serving individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors with financial planning, portfolio management, and retirement-plan advisory services. The firm employs a dual-registration model, offering both discretionary and non-discretionary investment programs and maintains broker-dealer activities alongside advisory services.

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

Series 63, Series 65

Bloomington, MN

On Investment Management CO

Michael Franta is a financial advisor with On Investment Management Company in Bloomington, MN, holding Series 63 and Series 65 licenses and 29 years of industry experience. He has been affiliated with The O.N. Equity Sales Company since 2004 and has been involved in insurance sales and services with Mutual/United Of Omaha Insurance Company since 1995. Outside of his advisory role, Franta serves as the treasurer for a Boy Scouts of America pack. On Investment Management Company provides financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, charitable organizations, and businesses. The firm offers both discretionary and non-discretionary account management through various third-party investment programs and operates with a dual-registration model integrating broker-dealer activities.

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

Series 63

Bloomington, MN

On Investment Management CO

Ross Middleton is a financial advisor at On Investment Management Company with 28 years of industry experience. He holds a Series 63 designation and has worked at The O.N. Equity Sales Company since 2002 and Woodmen Acc & Life since 1996. Outside of his advisory role, he is also an insurance agent specializing in life, disability, and fixed annuity products. 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 combination of fee-based financial planning, access to multiple third-party investment programs, and both discretionary and non-discretionary managed account options.

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

Series 63, Series 66

Bloomington, MN

On Investment Management CO

Craig Johnson is a financial advisor with On Investment Management Company in Bloomington, MN, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. He has worked at The O.N. Equity Sales Company and Ohio National Financial Services since 2006. Outside of his advisory role, he serves as a director on the board of the Minnesota Valley Country Club. On Investment Management Company provides financial planning and investment advisory services to individual investors, charitable organizations, businesses, and retirement plan sponsors. The firm offers a range of advisory programs including fee-based planning and managed accounts, with a majority of assets managed on a non-discretionary basis.

General retirement planning Retirement income strategy College savings (529s, UTMA, etc.)
View complete list of advisors at this office
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