Jake
Steffens

On Investment Management Co

CRD#6486127
Investment Advisor
in Waterford, WI

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About this Advisor

Jake Steffens is a financial advisor based in Waterford, Wisconsin, working with On Investment Management Co. Jake has previously held positions at Steffens Insurance Group, Inc, University Wisconsin Oshkosh, Ohio National Financial Services, and The O.N. Equity Sales Company. Jake has passed the Series 66 regulatory exam and is registered to provide services in Wisconsin. Currently, Jake is part of On Investment Management Co, which operates out of Waterford, Wisconsin. 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 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

417 N. Milwaukee Street
Waterford, WI 53185

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On Investment Management Co Brokerage Details

Total Assets Under Management

$2,195,447,741

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

206

WI Average: 34
Total Number of Accounts

15,930

WI Average: 1,972
Average Account Size

$137,818

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

2017 - Present (8 years)

Steffens Insurance Group, Inc

2017 - Present (8 years)

Ohio National Financial Services

2017 - Present (8 years)

The O.N. Equity Sales Company

2012 - 2016 (4 years)

University Wisconsin Oshkosh

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Disclosures

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

Michael Ledford
Chattanooga, TN
Kimberly Gustafson
Englewood, CO
Elisabeth Olson
Fort Collins, CO
Aaron Briggs
Boise, ID
April Hahn
Appleton, WI
Terek Wilson
Lees Summit, MO
Nathan Biggerstaff
Lees Summit, MO
Juana Love
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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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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