Trevor Warren Pfrang
Investment adviser representative at On Investment Management Co
25 yearsExperience
16 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
25 years in the industry.
- Wisconsin Financial AdvisorsJan 2009 to now
- On Investment Management CoJun 2003 to now
- The O.N. Equity Sales CompanyJan 2003 to now
- Guardian Life Ins Co of AmericaJun 2001 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 65 · Uniform Investment Adviser Law2001
State registrations
Registered as an investment adviser representative in 16 states (AR, AZ, CO, FL, GA, IL, IN, KS, MA, MI, MN, MT, NC, OH, SC, WI).
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
- 2846614
- Firm CRD
- 105662