Adviser and broker representative · On Investment Management Co.
Katherine L. Megna
CRD 5907957 · Middleton, WI
At a glance
Katherine L. Megna is an investment adviser representative with On Investment Management Co. in Middleton, WI, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Katherine’s SEC record dates to 2012, about 14 years ago. Katherine is also registered as a broker representative.
Current advisory firm
- On Investment Management Co.Since April 2012Middleton, WI · $3.2B in regulatory assets
SEC adviser record
- Registered since
- 2012 (14 years)
- Designations
- None on file
- Exams
- Series 63, Series 65
- Registered in
- 11 states
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Katherine’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.