Wausau, WI Office

Kerry Whalen is a financial advisor with ON Investment Management Company in Wausau, WI, holding Series 63 and Series 65 credentials and offering 39 years of industry experience. He has held various roles within affiliated and related firms, including Whalen Capital, Inc. and Whalen Financial Group, Inc. Outside of his advisory work, he is involved in managing and refurbishing distressed real estate through Granite Oaks Properties and Granite Oaks LLC. 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 programs, integrating third-party investment options and dual registration with an affiliated broker-dealer.

Virginia Vanderwaal is a financial advisor at ON Investment Management Company with 19 years of industry experience. She holds a Series 66 designation and has worked extensively with Whalen Financial Group, Inc. and Whalen Capital, Inc., supporting advisory services and client management. Vanderwaal is also president of Corporate Retirement Solutions LLC. ON Investment Management Company is an SEC-registered investment adviser serving individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors with financial planning, portfolio management, and retirement-plan advisory services. The firm offers both discretionary and non-discretionary accounts and integrates third-party investment programs alongside its broker-dealer activities.

Jared Kiepke is a CFA® charterholder and holds a Series 66 license with six years of industry experience. He is affiliated with ON Investment Management CO and has worked at related entities including Whalen Capital, Inc. and The ON Equity Sales Company. ON Investment Management Company is a SEC-registered adviser serving individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors with financial planning, portfolio management, and retirement-plan advisory services. The firm utilizes a dual-registration model where advisers also act as registered representatives, offering both discretionary and non-discretionary investment management strategies.

Jake Whalen is a financial advisor with ON Investment Management Co. based in Wausau, WI, holding Series 63 and Series 65 licenses and six years of industry experience. His prior work includes roles at Whalen Capital, Inc., Whalen Financial Group, The O.N. Equity Sales Company, Ohio National Financial Services, and Northwestern Mutual. Outside of advisory services, he is active as an insurance agent and registered representative for securities product sales. ON Investment Management Company is an SEC-registered investment adviser and subsidiary of The O.N. Equity Sales Company, providing financial planning, portfolio management, and retirement-plan advisory services to a diverse client base including individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm offers both discretionary and non-discretionary advisory relationships, utilizing a dual-registration model involving broker-dealer activities and third-party investment programs.