Jordan
Funke

On Investment Management Co

CRD#6123070
Investment Advisor
in Cedar Rapids, IA

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About this Advisor

Jordan Funke is a financial advisor who works in Cedar Rapids, Iowa, with 4 years of relevant experience. Funke works at On Investment Management Co. The advisor has gained experience at The Financial Specialists, Ohio National Financial Services and The O. N. Equity Sales Company. Funke maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Arizona, Arkansas, California, Colorado, Iowa and Virginia. On Investment Management Co is a firm that has its headquarters in Cincinnati, OH. It has offices in 202 locations and a total of 256 financial advisors. It has $2 billion in total assets among its 12,239 client accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm serves 13 charities and foundations. Of its 12,239 client accounts, just 4% are associated with high-net-worth clients who have greater than $1 million in assets. The advisory firm has a number of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Fees for financial management typically depend on which services the firm provides the client. Fees charged by On Investment Management Co can consist of some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

4 years

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

425 2Nd Street Se Suite 310
Cedar Rapids, IA 52401

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On Investment Management Co Brokerage Details

Total Assets Under Management

$2,078,480,898

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

256

IA Average: 34
Total Number of Accounts

12,239

IA Average: 1,972
Average Account Size

$169,824

IA Average: $1,068,125

Investment Advisory Services

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

Jordan Funke Work History

Jordan has been registered as a financial advisor for 4 years.*

2014 - Present (10 years)

The O. N. Equity Sales Company

2012 - Present (12 years)

The Financial Specialists

2012 - Present (12 years)

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 Jordan Funke 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

Tim Ward
Rushville, IL
Glenn Eckstut
Southampton, PA
John Cagle
Mackinaw, IL
Keith Conley
Tustin, CA
Janine Halsey
Cuyahoga Falls, OH
Christopher Marlin
Englewood, CO
Michael Wollenberg
Chesterfield, MO
April Hahn
Appleton, WI

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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