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Jake Michael Steffens

ON Investment Management Co.

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About Jake Michael Steffens

Jake Michael Steffens is a registered investment advisor representative with On Investment Management Co.. Jake is licensed in Wisconsin and has been in the securities industry since August 20, 2019. Jake has passed the Series 66, Series 7TO, and SIE exams. Jake specializes in portfolio management for individuals, selection of other advisors, and financial planning. Jake is also a licensed insurance agent. Jake is committed to helping clients reach their financial goals.

Firm Information

Jake Steffens 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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Jake Steffens’s Registration & Firm History

WI

05/12/2021 - Present

ON Investment Management Co. (Waterford WI)

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Licenses & Designations

BOTH

Issued 03/15/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/21/2019

Series 7TO - General Securities Representative Examination

BC

Issued 01/29/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jake Michael Steffens.
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