John
Larsen

On Investment Management Co

CRD#5373902
Investment Advisor
in Topeka, KS

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About this Advisor

John Larsen is a financial advisor working in Topeka, Kansas, who has 5 years of relevant experience. Larsen currently works for On Investment Management Co. Throughout their career, they have worked at The Villages, Inc, Craig Larsen, Waddell & Reed, Inc, Larsen Financial (Dba), The O.N. Equity Sales Company and Ohio National Financial Services. Larsen maintains Series 65 and Series 63 licenses, designating them as both a securities agent and an investment advisor representative, and can operate in Arizona, Arkansas, Colorado, Florida, Georgia, Hawaii, Illinois, Kansas, Missouri, Montana, Nebraska, Oklahoma, Oregon, South Dakota, Texas and Washington. On Investment Management Co is a financial advisory company based in Cincinnati, OH. The company has offices in 202 locations and a total of 256 financial advisors. It manages $2 billion in assets under management across its 12,239 client accounts, placing it among the largest firms in the nation by assets under management. The firm provides financial advice to 13 charitable organizations. Of its 12,239 accounts, just 4% are associated with high-net-worth individuals who have greater than $1 million in investable assets. The advisory firm performs a number of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Financial management fee schedules largely vary depending on the financial services. Fee types charged by On Investment Management Co likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65, Series 63

Years Registered*

5 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

3300 Sw 29Th St Suite 300
Topeka, KS 66614

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On Investment Management Co Brokerage Details

Total Assets Under Management

$2,078,480,898

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

256

KS Average: 34
Total Number of Accounts

12,239

KS Average: 1,972
Average Account Size

$169,824

KS Average: $1,068,125

Investment Advisory Services

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

John Larsen Work History

John has been registered as a financial advisor for 5 years.*

2018 - Present (6 years)

Larsen Financial (Dba)

2018 - Present (6 years)

The O.N. Equity Sales Company

2018 - Present (6 years)

Ohio National Financial Services

2014 - Present (10 years)

Craig Larsen

2015 - 2018 (3 years)

Waddell & Reed, Inc

2011 - 2015 (4 years)

The Villages, Inc

*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 John Larsen 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

Keith Conley
Tustin, CA
Tim Ward
Rushville, IL
John Cagle
Mackinaw, IL
Glenn Eckstut
Southampton, PA
John Head
Chesterfield, MO
April Hahn
Appleton, WI
Christopher Clepp
Chicago, IL
Jordan Funke
Cedar Rapids, IA

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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