Stefan
Faerber

On Investment Management Co

CRD#7086098
Investment Advisor
in Napoleon, OH

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About this Advisor

Stefan Faerber is a financial advisor based in Napoleon, Ohio, working with On Investment Management Co. Stefan has previously held positions at Meyer-Badenhop Insurance Agency, Inc, Compassion Christian Church, Slantseven, LLC, The O.N. Equity Sales Company, and Ohio National Financial Services. Stefan has passed the Series 63 regulatory exam and is registered to provide services in Ohio. Currently, Stefan is part of On Investment Management Co, which operates out of Napoleon, Ohio. 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

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

1333 Woodlawn Ave
Napoleon, OH 43545

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On Investment Management Co Brokerage Details

Total Assets Under Management

$2,195,447,741

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

206

OH Average: 34
Total Number of Accounts

15,930

OH Average: 1,972
Average Account Size

$137,818

OH Average: $1,068,125

Investment Advisory Services

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

Stefan Faerber Work History

2019 - Present (5 years)

The O.N. Equity Sales Company

2018 - Present (6 years)

Meyer-Badenhop Insurance Agency, Inc

2018 - Present (6 years)

Ohio National Financial Services

2015 - Present (9 years)

Slantseven, LLC

2012 - 2018 (6 years)

Compassion Christian Church

Disclosures

Please visit the SEC profile of Stefan Faerber 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

Michael Ledford
Chattanooga, TN
Juana Love
Chesterfield, MO
Mark Monahan
Ayer, MA
Elisabeth Olson
Fort Collins, CO
Nathan Biggerstaff
Lees Summit, MO
Zachary Morley
Madison, WI
Mark Gash
Lees Summit, MO
John Head
Chesterfield, MO

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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