Lexington, KY Alysheba Way Office

Team
Updated today

Client AUM

$2,977,802,304

Clients

9,317

Advisors

4

Of 209 advisors across 119 offices

Location

1792 Alysheba Way, Suite 201

Lexington KY 40509

Advisors at this office

4

Advisors at this office

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Dillon H

Series 65, Series 63

Lexington, KY

On Investment Management CO

Dillon Harper is a financial advisor at On Investment Management CO with Series 65 and Series 63 credentials and four years of industry experience. His prior roles include positions at The O.N. Equity Sales Company, Ohio National Financial Services, and Spectrum Financial Alliance. He is also a member of Annual Retirement Review, LLC, a marketing company focused on generating leads for financial advising services. On Investment Management CO is a multi-team SEC-registered investment adviser that provides financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm offers both discretionary and non-discretionary management through third-party investment programs and advisory relationships.

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

Series 65, Series 63

Lexington, KY

On Investment Management CO

Jacob Buckley is a financial advisor with On Investment Management CO in Lexington, KY, holding Series 65 and Series 63 licenses and eight years of industry experience. He previously worked at Family Financial Partners and Spectrum Financial Alliance. Outside of advisory work, Buckley owns New Beginnings Divorce Financial Solutions LLC, which provides neutral divorce financial planning. ONIMCO is a multi-team 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 mix of discretionary and non-discretionary programs and maintains a dual-registration model with broker-dealer activities.

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

Series 63, Series 65

Lexington, KY

On Investment Management CO

Ryan Petrunyak is a financial advisor with On Investment Management Company in Lexington, KY, holding Series 63 and Series 65 licenses and six years of industry experience. He has worked at O.N. Investment Management Company since 2025 and has been affiliated with related firms including The O.N. Equity Sales Company and Ohio National Financial Services since 2020. Outside his advisory work, he hosts the In My Day Podcast, which covers general financial topics. 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, utilizing both discretionary and non-discretionary investment programs.

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

Series 66

Lexington, KY

On Investment Management CO

Kyrk Davis is a financial advisor at On Investment Management CO with eight years of industry experience. He holds the Series 66 designation and has worked at The O.N. Equity Sales Company, Ohio National Life Insurance, and Family Financial Partners. In addition to his financial roles, he serves as an infantry officer in the Kentucky Army National Guard, leading and supervising approximately 38 soldiers. 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 fee-based financial planning with access to third-party investment options and both discretionary and non-discretionary portfolio management.

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