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Donita Ann St marie

ON Investment Management Co.

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About Donita Ann St marie

Donita Ann St marie is a registered representative with ON Investment Management Co. Donita has been in the financial services industry since November 22, 1988. Donita is licensed in 29 states and has offices in Madison, WI and Cincinnati, OH. Donita is a board member of the Children's Theatre and a member of the MATC Advisory Board. Donita is a member of the Rotary Foundation and also owns Wealth and Wisdom of Wisconsin, a life insurance, health insurance, and disability insurance agency.

Firm Information

Donita St marie is currently registered with ON Investment Management Co.. ON Investment Management Co. is an investment advisor registered with the SEC with its main office in Cincinnati, Ohio. The firm has 206 licensed agents and manages approximately $2.2 billion in regulatory assets under management for individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. The firm offers financial planning, portfolio management, and other advisory services.
ON Investment Management Co.

ONE FINANCIAL WAY

CINCINNATI, OH 45242

$2.20B

Assets Under Management

275

Total Clients

196

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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morningstar investment services llc, sei, assetmark, brinker capital, bny mellon advisors, inc, symmetry partners, envestnet

Morningstar investment services llc, sei, assetmark, brinker capital, bny mellon advisors, inc, symmetry partners, envestnet

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Donita St marie’s Registration & Firm History

WI

10/11/2012 - Present

ON Investment Management Co. (Madison WI)

NA

11/10/1995 - 12/04/1995

THE O.N. EQUITY SALES COMPANY

WI

11/23/1988 - 11/22/1995

WFG SECURITIES CORPORATION (MIDDLETON WI)

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Licenses & Designations

BOTH

Issued 02/25/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/03/1989

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/19/1988

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Donita Ann St marie.
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