Lees Summit, MO NE Mc Baine Dr Office

Team
Updated today

Client AUM

$2,977,802,304

Clients

9,317

Advisors

5

Of 198 advisors across 121 offices

Location

2641 NE Mc Baine Dr

Lees Summit MO 64064

Advisors at this office

5

Advisors at this office

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Alexander H

Series 63, Series 65

Lee's Summit, MO

On Investment Management CO

Alexander Halsey is a financial advisor at On Investment Management CO with two years of industry experience. He holds Series 63 and Series 65 licenses and has worked at The O.N. Equity Sales Company and AuguStar Life Insurance Company during this time. Prior to his advisory roles, he gained experience at Summit Pointe Financial Group and in the automotive industry. On Investment Management Company (ONIMCO) is a SEC-registered adviser serving individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm provides financial planning, portfolio management, and retirement-plan advisory services through a combination of discretionary and non-discretionary investment programs.

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

Series 66

Lee's Summit, MO

On Investment Management CO

Benny Stewart is a financial advisor with On Investment Management CO in Lee's Summit, MO, holding a Series 66 designation and 14 years of industry experience. He has worked at The O.N. Equity Sales Company and Ohio National Financial Services since 2019, and previously at Edward Jones from 2015 to 2019. In addition to his advisory work, Stewart is active in insurance sales as an agent. 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 platforms, including fee-based financial planning, third-party investment programs, and managed account options, with a mix of discretionary and non-discretionary asset management.

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

Series 66

Lee's Summit, MO

On Investment Management CO

Tracy Ford is a financial advisor with On Investment Management CO, holding a Series 66 designation and five years of industry experience. Prior to joining On Investment Management, Ford worked at Commonwealth Financial Network and Normandy Investment Advisors. Outside of advisory work, Ford owns VIP Organizing & Consulting, a business unrelated to investment activities. On Investment Management CO is a SEC-registered investment adviser serving individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm offers financial planning, portfolio management, and retirement-plan advisory services using a combination of discretionary and non-discretionary investment programs.

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

Series 66

Lees Summit, MO

On Investment Management CO

Nathan Biggerstaff is a financial advisor with On Investment Management Company and holds a Series 66 designation. He has nine years of industry experience, including prior roles at Tortoise Investment Partners, Montage Securities, and Propio Language Service. In addition to his advisory work, he is involved in insurance sales. 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 fee-based financial planning and investment programs, combining third-party discretionary options with adviser-directed managed accounts.

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

Series 63, Series 65

Lee's Summitt, MO

On Investment Management CO

Aaron Hughes is a financial advisor at On Investment Management CO with 20 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at firms including TIAA-CREF, Mass Mutual Investors Services, and Steadfast Companies. His other business activities include involvement in fixed life and annuity business, as well as long-term care and disability insurance. On Investment Management CO is a multi-team SEC-registered investment 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 discretionary and non-discretionary investment programs, often involving third-party managers.

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