Saturday, October 24, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
4K Social Security Database Cleanup Corrects 50 Million RecordsRB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 2026FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam Priorities

Financial ADVSR advisor directory · SEC adviser records

On Investment Management Co. financial advisors in Lee's Summit, MO

Every SEC-registered investment adviser representative at a On Investment Management Co. office in Lee's Summit, A to Z.

The short answer

4 registered advisors work at On Investment Management Co. in Lee's Summit, out of 185 at the firm nationwide; it ranks number 6 in the city by advisors. 0 list the CFP designation and 4 are also registered broker representatives.

On Investment Management Co. advisors in Lee's Summit, A to Z

Every On Investment Management Co. advisor →

On Investment Management Co. advisors in every city and state →On Investment Management Co.: assets, clients and custodians →Advisor Moves: who changed firms this week →

On Investment Management Co. advisors in other cities

Cincinnati, OH 16Bloomington, MN 6Lexington, KY 6Orrville, OH 6Berlin, OH 4Greenwood Village, CO 4Lees Summit, MO 4Novi, MI 4Wausau, WI 4Appleton, WI 3Blountville, TN 3Des Moines, IA 3Madison, WI 3Overland Park, KS 3Pittsburgh, PA 3

Other firms in Lee's Summit

All Lee's Summit advisors →

LPL Financial LLC 6Osaic Wealth, Inc. 6Capital Investment Management, Inc. 4Edward Jones 4Freedom Wealth Advisors, LLC 4Strongbox Wealth, LLC 4Oak Road Wealth Management 3

Questions

How many financial advisors does On Investment Management Co. have in Lee's Summit?

4 investment adviser representatives are registered at On Investment Management Co. offices in Lee's Summit, Missouri, according to the SEC's Investment Adviser Public Disclosure records, out of 185 nationwide. 0 list the CFP designation and 4 are also registered as broker representatives.

Is On Investment Management Co. one of the largest advisor employers in Lee's Summit?

On Investment Management Co. ranks number 6 in Lee's Summit by registered advisors; LPL Financial LLC has the most, with 6.

How do I check a On Investment Management Co. advisor in Lee's Summit?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the On Investment Management Co. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.