Stephen
White
On Investment Management Co
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About this Advisor
Stephen White is a financial advisor based in Lees Summit, Missouri, working with On Investment Management Co. Stephen has previously held positions at Edward Jones, The O.N. Equity Sales Company, and Ohio National Financial Services. Stephen has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Kansas, Missouri, Nevada, and Wisconsin. Currently, Stephen 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
Stephen White Work History
The O.N. Equity Sales Company
Ohio National Financial Services
Edward Jones
Disclosures
Please visit the SEC profile of Stephen White 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
Chesterfield, MO
Lees Summit, MO
Appleton, WI
Madison, WI
Cincinnati, OH
Ayer, MA
Fort Collins, CO
Englewood, 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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