Kenneth
Hoiland

On Investment Management Co

CRD#4075804
Investment Advisor
in Portland, OR

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About this Advisor

Kenneth Hoiland is a financial advisor working out of Portland, Oregon with 4 years of relevant experience. Hoiland is currently employed by On Investment Management Co. Their career trajectory has included roles at Metropolitan Life Insurance Company, Metlife Securities Inc, Principal Life Ins Co, Princor Financial Services Corp, The O.N. Equity Sales Company and Ohio National Financial Services. Hoiland holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to work in Arizona, California, Florida, North Carolina, Oregon and Washington. On Investment Management Co is a registered investment company that has its headquarters in Cincinnati, OH. The company has offices in 202 locations and a total of 256 people on staff. It manages $2 billion in assets across its 12,239 customer 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 client accounts, just 4% are associated with high-net-worth investors who have at least $1 million in investable assets. The business has a diverse assortment of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. A financial advisor's fee schedules vary depending on which services are provided. Fee types billed by On Investment Management Co most likely are comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

4 years

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

7128 Sw Gonzaga Street Suite 220
Portland, OR 97223

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On Investment Management Co Brokerage Details

Total Assets Under Management

$2,078,480,898

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

256

OR Average: 34
Total Number of Accounts

12,239

OR Average: 1,972
Average Account Size

$169,824

OR Average: $1,068,125

Investment Advisory Services

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

Kenneth Hoiland Work History

Kenneth has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

The O.N. Equity Sales Company

2019 - Present (5 years)

Ohio National Financial Services

2014 - Present (10 years)

Principal Life Ins Co

2014 - Present (10 years)

Princor Financial Services Corp

2003 - 2013 (10 years)

Metropolitan Life Insurance Company

2003 - 2013 (10 years)

Metlife Securities Inc

*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 Kenneth Hoiland 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

Tim Ward
Rushville, IL
John Cagle
Mackinaw, IL
Glenn Eckstut
Southampton, PA
Keith Conley
Tustin, CA
Stefan Faerber
Napoleon, OH
Zachary Morley
Madison, WI
Jordan Funke
Cedar Rapids, IA

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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