Stanley John Lovelace
Investment adviser representative at On Investment Management Co
28 yearsExperience
8 statesRegistered in
$3.2BFirm assets
54 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
28 years in the industry.
- On Investment Management CoApr 2020 to now
- United Security LifeJan 2001 to now
- Principal Financial GroupOct 2000 to now
- The O.N. Equity Sales CompanyJun 1999 to now
- Cadaret, Grant & Co., Inc.Dec 1998 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1991
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 8 states (CO, FL, IL, IN, MI, MO, OH, TX).
On Investment Management Co
$3.2BAssets managed
9,568Clients
195Advisers
54 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1855811
- Firm CRD
- 105662