Chicago, IL Office

Team
Updated today

Client AUM

$2,977,802,304

Clients

9,317

Advisors

3

Of 198 advisors across 121 offices

Location

1327 W Washington, Suite 4 A

Chicago IL 60607

Advisors at this office

3

Advisors at this office

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Christopher C

Series 63, Series 65

Chicago, IL

On Investment Management CO

Christopher Clepp is a financial advisor with On Investment Management CO in Chicago, IL, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has worked at The O. N. Equity Sales Company since 2014 and Ohio National Financial Services since 2012. Outside of his advisory role, Clepp is involved as an independent contractor in the sale of fixed life and annuity products and serves as an insurance agent specializing in life, disability, and long-term care insurance solutions. 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 programs, combining third-party discretionary options with adviser-directed managed accounts, and manages a significant portion of assets on a non-discretionary basis.

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

Series 63, Series 65

Chicago, IL

On Investment Management CO

Stanley Lovelace is a financial advisor with On Investment Management Company in Chicago, IL, holding Series 63 and Series 65 credentials and 34 years of industry experience. His career includes long-term affiliations with United Security Life, Principal Financial Group, The O.N. Equity Sales Company, and Cadaret, Grant & Co., Inc. Outside of advisory work, he owns and operates several insurance-related businesses focused on the sale of fixed annuities, life insurance, disability, and health products, as well as an online term life insurance marketing platform. On Investment Management Company is a subsidiary of The O.N. Equity Sales Company that provides financial planning, portfolio management, and retirement-plan advisory services to a broad client base, including high-net-worth individuals, families, trusts, and institutions. The firm combines brokerage and advisory services through a dual-registration model, offering both discretionary and non-discretionary investment programs.

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

Series 63, Series 65

Chicago, IL

On Investment Management CO

Dennis Dean is a financial advisor with On Investment Management CO in Chicago, IL, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. He has worked at The O.N. Equity Sales Company since 2017 and Ohio National Financial Services since 2016, with prior roles at Hornor, Townsend & Kent, Inc and Penn Mutual Life Insurance Company. Outside of advising, he serves as a board member of the Kiwanis Club of Lindenhurst/The Lakes, participating in community event planning. On Investment Management CO is a multi-team SEC-registered adviser offering financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, charities, businesses, and ERISA plan sponsors. The firm combines discretionary and non-discretionary management with access to third-party investment programs and integrates broker-dealer activity within its dual-registration structure.

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