Michael
Wollenberg
On Investment Management Co
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About this Advisor
Michael Wollenberg is a financial advisor operating in Chesterfield, Missouri who has 3 years of industry experience. Wollenberg is currently employed by On Investment Management Co. During their career, the advisor has held roles at Red Lobster, Lewis And Clark, Little Hills Winery, Missouri State University, Univserity Missouri Saint Louis, The On Equity Sales Company and Ohio National Insurance Agency. Wollenberg has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to work in Illinois and Missouri. On Investment Management Co is an advisory company that has its headquarters in Cincinnati, OH. It has offices in 202 locations and a total of 256 employees. It controls $2 billion in assets across its 12,239 accounts, making it one of the biggest firms in the country by assets under management. The firm provides services to 13 charities and foundations. Of its 12,239 customer accounts, just 4% are associated with high-net-worth clients who have at least $1 million in investable assets. The firm has a number of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Fees charged by financial advisors vary depending on which service is offered. However, fee types charged by On Investment Management Co likely are 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
Michael Wollenberg Work History
Michael has been registered as a financial advisor for 3 years.*
The On Equity Sales Company
Univserity Missouri Saint Louis
Ohio National Insurance Agency
Red Lobster
Missouri State University
Little Hills Winery
Lewis And Clark
*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 Michael Wollenberg to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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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