Ian
Trembly
On Investment Management Co
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About this Advisor
Ian Trembly is a financial advisor based in Lees Summit, Missouri, working with On Investment Management Co. Ian has previously held positions at Shipt, The Home Depot, Msp, Olathe Youth Baseball, Avila University, The Bars Program, Floral Plant Growers LLC, Dick's Sporting Goods, Ohio National Financial Services, and The On Equity Sales Company. Ian has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Kansas and Missouri. Currently, Ian is part of On Investment Management Co, which operates out of Lees Summit, Missouri. 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
Services Offered
Fee Structure
Office Location
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On Investment Management Co Brokerage Details
$2,195,447,741
206
15,930
$137,818
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Ian Trembly Work History
Ohio National Financial Services
The On Equity Sales Company
Shipt
The Home Depot
Floral Plant Growers LLC
Dick'S Sporting Goods
Avila University
The Bars Program
Msp
Olathe Youth Baseball
Disclosures
Please visit the SEC profile of Ian Trembly 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
Chattanooga, TN
Englewood, CO
Fort Collins, CO
Chesterfield, MO
Ayer, MA
Madison, WI
Lees Summit, MO
Chesterfield, 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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