Ronald
Lungwitz

On Investment Management Co

CRD#869714
Investment Advisor
in Cape Girardeau, MO

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About this Advisor

Ronald Lungwitz is a financial advisor based in Cape Girardeau, Missouri, working with On Investment Management Co. Ronald has previously held positions at Frank Life And Franklin Financial Servic, Contintntal General Ins. Co, Integrity Life Ins. Co, American General Life Ins. Co, Sun Life Assurance Co Of Canade (Us), Itt Hartford Ins. Co, First Colony Life Ins. Co, Golden Rule Ins. Co, and The O.N. Equity Sales Company. Ronald has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Illinois and Missouri. Currently, Ronald is part of On Investment Management Co, which operates out of Cape Girardeau, 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 66

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

1221 Kingsway Drive Suite #3
Cape Girardeau, MO 63701

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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

Ronald Lungwitz Work History

1998 - Present (26 years)

The O.N. Equity Sales Company

1997 - Present (27 years)

Golden Rule Ins. Co

1996 - Present (28 years)

American General Life Ins. Co

1995 - Present (29 years)

First Colony Life Ins. Co

1990 - Present (34 years)

Sun Life Assurance Co Of Canade (Us)

1990 - Present (34 years)

Itt Hartford Ins. Co

1989 - Present (35 years)

Integrity Life Ins. Co

1987 - Present (37 years)

Contintntal General Ins. Co

1977 - Present (47 years)

Frank Life And Franklin Financial Servic

Disclosures

Please visit the SEC profile of Ronald Lungwitz 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

Nathan Biggerstaff
Lees Summit, MO
Michael Ledford
Chattanooga, TN
Mark Gash
Lees Summit, MO
Aaron Briggs
Boise, ID
John Head
Chesterfield, MO
Elisabeth Olson
Fort Collins, CO
Matthew Collins
Cincinnati, OH
April Hahn
Appleton, WI

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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