Ian
Trembly
On Investment Management Co
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About this Advisor
Ian Trembly is a financial advisor operating out of Lees Summit, Missouri. Trembly is currently employed by On Investment Management Co. Trembly has gained experience at Shipt, The Home Depot, Msp, Olathe Youth Baseball, Avila University, The Bars Program, Floral Plant Growers LLC, Dick'S Sporting Goods, Johnson County Community College, Ohio National Financial Services and The On Equity Sales Company. Trembly has 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 Kansas and Missouri. On Investment Management Co is a registered investment firm operating out of Cincinnati, OH. It has offices in 202 locations and a total of 256 advisors. It has $2 billion in assets across its 12,239 customer accounts, making it one of the biggest firms in the United States by assets under management. The firm advises 13 charitable organizations. Of its 12,239 customer accounts, just 4% belong to high-net-worth investors who have at least $1 million in assets available to invest. The business performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. A financial advisor's fees largely depend on the type of services offered. However, fee types billed by On Investment Management Co can be comprised 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
Ian Trembly Work History
Ian has been registered as a financial advisor for 0 years.*
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
Johnson County Community College
Olathe Youth Baseball
*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 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
Tustin, CA
Mackinaw, IL
Rushville, IL
Southampton, PA
Cuyahoga Falls, OH
Napoleon, OH
Lees Summit, MO
Lexington, KY
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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