Christopher
Clepp

On Investment Management Co

CRD#6172518
Investment Advisor
in Chicago, IL

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About this Advisor

Christopher Clepp is a financial advisor based in Chicago, Illinois, working with On Investment Management Co. Christopher has previously held positions at Self, Ohio National Financial Services, and The O. N. Equity Sales Company. Christopher has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California, Colorado, Florida, Georgia, Illinois, Kansas, Texas, and Washington. Currently, Christopher is part of On Investment Management Co, which operates out of Chicago, Illinois. The firm has 142 offices and 206 employees. The firm manages assets totaling $2.2 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and other services. The fee structure at On Investment Management Co includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1327 W Washington Suite 4A
Chicago, IL 60607

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On Investment Management Co Brokerage Details

Total Assets Under Management

$2,195,447,741

IL Average: $2,106,341,625
Total Number of Employees

206

IL Average: 34
Total Number of Accounts

15,930

IL Average: 1,972
Average Account Size

$137,818

IL Average: $1,068,125

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Other

Christopher Clepp Work History

2014 - Present (10 years)

The O. N. Equity Sales Company

2012 - Present (12 years)

Self

2012 - Present (12 years)

Ohio National Financial Services

Disclosures

Please visit the SEC profile of Christopher Clepp to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at On Investment Management Co

Terek Wilson
Lees Summit, MO
Jordan Carrier
Blountville, TN
Elisabeth Olson
Fort Collins, CO
John Head
Chesterfield, MO
Matthew Collins
Cincinnati, OH
Michael Ledford
Chattanooga, TN
Mark Gash
Lees Summit, MO
Kimberly Gustafson
Englewood, CO

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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