Mark
Gash

On Investment Management Co

CRD#2275493
Investment Advisor
in Lees Summit, MO

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About this Advisor

Mark Gash is a financial advisor based in Lees Summit, Missouri, working with On Investment Management Co. Mark has previously held positions at Cambridge Investment Research, Inc, Lawing Financial Inc, Ohio National Insurance Agency, The O.N. Equity Sales Company, Prime Capital Investment Advisors, LLC, and Private Client Services. Mark has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Iowa, Kansas, Minnesota, Missouri, and Texas. Currently, Mark 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

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

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

2641 Ne Mcbain Drive
Lees Summit, MO 64064

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On Investment Management Co Brokerage Details

Total Assets Under Management

$2,195,447,741

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

206

MO Average: 34
Total Number of Accounts

15,930

MO Average: 1,972
Average Account Size

$137,818

MO Average: $1,068,125

Investment Advisory Services

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

Mark Gash Work History

2021 - Present (3 years)

Ohio National Insurance Agency

2021 - Present (3 years)

The O.N. Equity Sales Company

2017 - Present (7 years)

Prime Capital Investment Advisors, LLC

2018 - 2021 (3 years)

Private Client Services

2014 - 2018 (4 years)

Cambridge Investment Research, Inc

2014 - 2017 (3 years)

Lawing Financial Inc

Disclosures

Please visit the SEC profile of Mark Gash 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

Mark Monahan
Ayer, MA
Dennis Dean
Chicago, IL
Zachary Morley
Madison, WI
John Head
Chesterfield, MO
Michael Ledford
Chattanooga, TN
Kimberly Gustafson
Englewood, CO
Jordan Carrier
Blountville, TN
Elisabeth Olson
Fort Collins, CO

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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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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