On Investment Management Co

Investment Advisor
in Waterford, WI

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About this Advisor

Jake Steffens is a financial advisor based out of Waterford, Wisconsin with 2 years of relevant experience. Steffens is currently employed by On Investment Management Co. Their career trajectory has included roles at Ohio National Financial Services, Steffens Insurance Group, Inc, University Wisconsin Oshkosh and The O.N. Equity Sales Company. Steffens has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to operate in Wisconsin. On Investment Management Co is a financial advisory firm headquartered in Cincinnati, OH. It has offices in 202 locations and a total of 256 employees. It administers $2 billion in assets among its 12,239 customer accounts, making it one of the largest firms in the United States by assets under management. The firm provides services to 13 charitable organizations. Of its 12,239 client accounts, just 4% are associated with high-net-worth clients who have greater than $1 million in assets available to invest. The company provides a wide set 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 the firm provides the client. Fees billed by On Investment Management Co most likely consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

2 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

417 N. Milwaukee Street
Waterford, WI 53185

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On Investment Management Co Brokerage Details

Total Assets Under Management


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


WI Average: 34
Total Number of Accounts


WI Average: 1,972
Average Account Size


WI Average: $1,068,125

Investment Advisory Services

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

Jake Steffens Work History

Jake has been registered as a financial advisor for 2 years.*

2017 - Present (7 years)

Ohio National Financial Services

2017 - Present (7 years)

Steffens Insurance Group, Inc

2017 - Present (7 years)

The O.N. Equity Sales Company

2012 - 2016 (4 years)

University Wisconsin Oshkosh

*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.


Please visit the SEC profile of Jake Steffens 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
Keith Conley
Tustin, CA
Glenn Eckstut
Southampton, PA
Nathan Furniss
Cuyahoga Falls, OH
Joseph Hurley
Cincinnati, OH
Jake Steffens
Waterford, WI

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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