Christopher
Clepp
On Investment Management Co
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About this Advisor
Christopher Clepp is a financial advisor working in Chicago, Illinois, who has 7 years of relevant experience. Clepp is an advisor for On Investment Management Co. Their career trajectory has included roles at Self, Ohio National Financial Services and The O. N. Equity Sales Company. Clepp maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to advise clients in California, Georgia, Illinois, Kansas, Michigan, Texas, Washington and Wisconsin. On Investment Management Co is a financial advisory company that has its headquarters in Cincinnati, OH. The company has offices in 202 locations and a total of 256 people on staff. It manages $2 billion in assets under management between its 12,239 accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm provides services to 13 charities and foundations. Of its 12,239 customer accounts, just 4% are associated with high-net-worth individuals who have at least $1 million in investable assets. The company has a number of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Financial advisory fee schedules typically vary depending on which services are provided. However, fee types charged by On Investment Management Co may include any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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On Investment Management Co Brokerage Details
$2,078,480,898
256
12,239
$169,824
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Christopher Clepp Work History
Christopher has been registered as a financial advisor for 7 years.*
The O. N. Equity Sales Company
Self
Ohio National Financial Services
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
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
Rushville, IL
Tustin, CA
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Mackinaw, IL
Weirton, WV
Englewood, CO
Mc Bain, MI
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The content in this profile was updated by SmartAsset on 4/16/2023. 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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