Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ian? Claim Your ProfileIan James Trembly is a financial advisor with ON Investment Management Co. He is registered with the state of Iowa, Kansas, Missouri and Texas. Ian has been in the industry since 2021 and has experience in financial planning, selection of other advisors, and portfolio management for individuals. He is also a Registered Representative with ON Investment Management Co.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Morningstar investment services llc, sei, assetmark, brinker capital, bny mellon advisors, inc, symmetry partners, envestnet
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
KS
01/18/2025 - Present
ON Investment Management Co. (Overland Park KS)
IA
Issued 09/06/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/13/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/04/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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