Cedar Rapids, IA Office

Team
Updated today

Client AUM

$2,977,802,304

Clients

9,317

Advisors

2

Of 198 advisors across 121 offices

Location

425 2nd Street SE, Suite 310

Cedar Rapids IA 52401

Advisors at this office

2

Advisors at this office

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Morgan L

Series 66

Cedar Rapids, IA

On Investment Management CO

Morgan Less is a financial advisor at On Investment Management Company with three years of industry experience. He holds a Series 66 designation and previously worked at Collins Aerospace for 13 years. Less also collaborates with Quantum to identify fixed annuities and fixed indexed annuities for clients. 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 options, including fee-based planning, third-party investment programs, and managed accounts with both discretionary and non-discretionary assets.

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

Series 63, Series 65

Cedar Rapids, IA

On Investment Management CO

David Funke is a financial advisor with On Investment Management CO in Cedar Rapids, IA, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has worked with The O.N. Equity Sales Company since 2004 and Principal Mutual Life Insurance Company since 1991. Outside of his advisory role, Funke is involved in insurance brokerage and manages an office condominium with several tenants. On Investment Management Company (ONIMCO) provides financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, charitable organizations, and businesses. The firm combines discretionary and non-discretionary investment approaches and operates with a dual-registration model involving both advisory and broker-dealer activities.

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