St Charles, MO Office
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ON Investment Management CO
Multi-team
Firm-wide stats for ON Investment Management CO
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
571 Jefferson Street
St Charles MO 63301
Advisors at this office
3
Advisors at this office
Michael W
Series 63, Series 65
St Charles, MO
ON Investment Management CO
Michael Webb is a financial advisor with ON Investment Management Company in St. Charles, MO, holding Series 63 and Series 65 registrations and bringing 30 years of industry experience. He has worked with The O.N. Equity Sales Company and Ohio National Financial Services for 20 years and has 35 years in insurance through Webb Insurance with Farmers Insurance Group. Outside of his advisory role, Webb is involved in healthcare-related eldercare services and serves on the board of a local nonprofit organization. ON Investment Management Company is a SEC-registered adviser providing financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm offers a range of comprehensive and modular financial plans, access to third-party investment programs, and manages client accounts through a combination of discretionary and non-discretionary arrangements.
Ryan G
Series 63, Series 65, Series 66
St Charles, MO
ON Investment Management CO
Ryan Gill is a financial advisor with ON Investment Management CO in St. Charles, Missouri, holding Series 63, 65, and 66 licenses and 20 years of industry experience. His prior roles include positions at Ohio National Financial Services, Mutual of America, and Edward Jones. Ryan is also involved with St. Charles Financial Services, LLC, where he works as a registered representative in brokerage and retirement planning. 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 through a combination of discretionary and non-discretionary accounts, often incorporating third-party investment programs.
Sage L
Series 66
St Charles, MO
ON Investment Management CO
Sage Lake is a financial advisor at ON Investment Management Company with eight years of industry experience. Sage holds a Series 66 credential and has worked previously at firms including Edward Jones, Cutter and Company Inc, and Saleeby & Associates. Outside of advising, Sage is involved as a business manager and co-owner of a residential single-family rental property. ON Investment Management Company is a SEC-registered adviser serving individuals, families, trusts, 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 from third-party providers.
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