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Katherine Laura Megna

ON Investment Management Co.

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About Katherine Laura Megna

Katherine Laura Megna is a financial advisor with On Investment Management Co. Katherine has been working in the financial services industry since 2012 and holds the Series 6, Series 63, and Series 65 licenses. Katherine has a strong track record of providing financial advice to individuals and families, and she is committed to helping clients achieve their financial goals. Katherine is also a life insurance sales person and a soccer coach.

Firm Information

Katherine Megna 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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Katherine Megna’s Registration & Firm History

WI

04/05/2012 - Present

ON Investment Management Co. (MIDDLETON WI)

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Licenses & Designations

BC

Issued 05/03/2012

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 12/29/2011

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/16/2012

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Katherine Laura Megna.
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