Lees Summit, MO SW 3rd Street Office
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ON Investment Management CO
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About
O.N. Investment Management Company (ONIMCO) is a SEC-registered investment adviser and a subsidiary of The O.N. Equity Sales Company (ONESCO) that provides financial planning, portfolio management, and retirement-plan advisory services to individuals (including high-net-worth clients), families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. Services include comprehensive and modular financial plans, specialized hourly or fixed-fee services, and access to a range of third-party investment programs (for example, American Funds, Envestnet, SEI, AssetMark) as well as IAR-directed Envestnet programs.
Advisers at ONIMCO commonly hold FINRA Series 6/7 and/or Series 65/66 credentials and frequently act as registered representatives of the affiliated broker-dealer, recommending third-party managers or constructing portfolios in IAR-directed programs. Although the firm offers discretionary Envestnet programs where IARs may exercise discretion, ONIMCO reports that most of its assets under management are non-discretionary ($2,248,084,369 non-discretionary vs. $904,464,800 discretionary), and client accounts are managed through a mix of discretionary third-party managers and non-discretionary advisory relationships.
What is notable relative to many large advisers is the firm’s ongoing broker-dealer activity and dual-registration model—its IARs often transact as registered representatives and ONIMCO maintains solicitor arrangements and revenue relationships with program sponsors. The brochure also discloses a prior SEC enforcement matter concerning mutual fund share-class selection and revenue sharing (resulting in an SEC order, remediations including rebating 12b-1 fees since March 2017, and payments of disgorgement, prejudgment interest, and a monetary penalty), which the firm identifies as a significant compliance and remediation item.
Based on ON Investment Management CO
Expertise
Based on ON Investment Management CO
Location
608 SW 3rd Street
Lees Summit MO 64063
Advisors at this office
3
Advisors at this office
Kevin K
Series 63, Series 65
Lees Summit, MO
ON Investment Management CO
Kevin Kemmerer is a financial advisor with ON Investment Management Company, holding Series 63 and Series 65 licenses and over 44 years of industry experience. He has been with ON Investment Management Company and its affiliates since 2014. Outside of his advisory role, Kemmerer is also involved in life and health insurance sales through Summit Pointe Financial Group. ON Investment Management Company is a SEC-registered investment adviser serving individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm offers a range of financial planning and portfolio management services, utilizing both discretionary and non-discretionary investment programs and maintaining a dual-registration model that integrates advisory and broker-dealer activities.
Christopher H
Series 63, Series 65
Lee's Summit, MO
ON Investment Management CO
Christopher Heckadon is a financial advisor with ON Investment Management Company, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been with ON Investment Management Company and its affiliated firms since 2014. Outside of his advisory role, he serves on the University of Central Missouri Alumni Foundation Board of Directors. ON Investment Management Company 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 third-party investment programs.
Stephen W
Series 63, Series 66
Lees Summit, MO
ON Investment Management CO
Stephen White is a financial advisor with ON Investment Management Company, holding Series 63 and Series 66 credentials and 18 years of industry experience. He previously worked at Edward Jones from 2011 to 2017 and has been with The O.N. Equity Sales Company and Ohio National Financial Services since 2017. In addition to his advisory role, he is active as a real estate agent, assisting clients with buying and selling residential properties. ON Investment Management Company is a SEC-registered investment adviser serving individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm offers financial planning, portfolio management, and retirement-plan advisory services through a combination of third-party programs and both discretionary and non-discretionary management approaches.
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