James
Cook

On Investment Management Co

CRD#6517772
Investment Advisor
in Topeka, KS

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About this Advisor

James Cook is a financial advisor based in Topeka, Kansas, working with On Investment Management Co. James has previously held positions at Glory Days Pizza, Waddell & Reed, Various Insurance Carriers For W&R Insurance Agencies, Douglas County Connection, Aric Harrington, Ohio National Financial Services, and The O.N. Equity Sales Company. James has passed the Series 66 regulatory exam and is registered to provide services in Arizona, California, Colorado, Georgia, Idaho, Illinois, Kansas, Missouri, Nebraska, and Texas. Currently, James is part of On Investment Management Co, which operates out of Topeka, Kansas. 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 66

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

3601 Sw 29Th Street Suitre 210
Topeka, KS 66614

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On Investment Management Co Brokerage Details

Total Assets Under Management

$2,195,447,741

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

206

KS Average: 34
Total Number of Accounts

15,930

KS Average: 1,972
Average Account Size

$137,818

KS Average: $1,068,125

Investment Advisory Services

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

James Cook Work History

2018 - Present (6 years)

Ohio National Financial Services

2018 - Present (6 years)

The O.N. Equity Sales Company

2017 - 2018 (1 year)

Douglas County Connection

2017 - 2018 (1 year)

Aric Harrington

2016 - 2018 (2 years)

Various Insurance Carriers For W&R Insurance Agencies

2015 - 2018 (3 years)

Waddell & Reed

2008 - 2016 (8 years)

Glory Days Pizza

Disclosures

Please visit the SEC profile of James Cook 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

Elisabeth Olson
Fort Collins, CO
Juana Love
Chesterfield, MO
Mark Monahan
Ayer, MA
April Hahn
Appleton, WI
Mark Gash
Lees Summit, MO
Matthew Collins
Cincinnati, OH
Nathan Biggerstaff
Lees Summit, MO
Terek Wilson
Lees Summit, MO

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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