Unclaimed
John Rhode is an investment advisor representative with ON Investment Management Co. based in Chicago Heights, IL. John has been in the financial services industry since February 15, 2015. John has been registered with FINRA since September 13, 2014 and holds Series 7 and Series 66 licenses. John is also a registered investment advisor representative in Illinois, Indiana and Tennessee. Prior to joining ON Investment Management Co., John was employed by Foresters Equity Services, Inc. in San Diego, CA and First Command Financial Planning, Inc. in Naperville, IL. John's specialties include financial planning and portfolio management for individuals.
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.
1
2
IL
07/09/2024 - Present
ON Investment Management Co. (Chicago Heights IL)
CA
11/30/2015 - 11/05/2018
FORESTERS EQUITY SERVICES, INC. (SAN DIEGO CA)
IL
09/13/2014 - 07/17/2015
FIRST COMMAND FINANCIAL PLANNING, INC. (NAPERVILLE IL)
BOTH
Issued 05/13/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/13/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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