Financial ADVSR advisor directory · SEC adviser records
On Investment Management Co. financial advisors in Wausau, WI
Every SEC-registered investment adviser representative at a On Investment Management Co. office in Wausau, A to Z.
The short answer
4 registered advisors work at On Investment Management Co. in Wausau, out of 185 at the firm nationwide; it ranks number 13 in the city by advisors. 0 list the CFP designation and 4 are also registered broker representatives.
On Investment Management Co. advisors in Wausau, A to Z
Every On Investment Management Co. advisor →- Jared W. KiepkeChartered Financial Analyst · Also a broker rep
- Virginia R. VanderwaalAlso a broker rep
- Jake WhalenAlso a broker rep
- Kerry R. WhalenAlso a broker rep
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 4Lee's Summit, MO 4Lees Summit, MO 4Novi, MI 4Appleton, WI 3Blountville, TN 3Des Moines, IA 3Madison, WI 3Overland Park, KS 3Pittsburgh, PA 3
Other firms in Wausau
All Wausau advisors →LPL Financial LLC 11Midwest Professional Planners, Ltd. 11Packerland Brokerage Services, Inc. 11Edward Jones 9Robert W. Baird & Co. Incorporated 8Buska Wealth Management, LLC 6Focus Financial 6Thrivent Investment Management Inc. 6Ameriprise Financial Services, LLC 5Stifel, Nicolaus & Company, Incorporated 5Cambridge Investment Research Advisors, Inc. 4Equitable Advisors, LLC 4
Questions
How many financial advisors does On Investment Management Co. have in Wausau?
4 investment adviser representatives are registered at On Investment Management Co. offices in Wausau, Wisconsin, 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 Wausau?
On Investment Management Co. ranks number 13 in Wausau by registered advisors; LPL Financial LLC has the most, with 11.
How do I check a On Investment Management Co. advisor in Wausau?
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.