Virginia Renee Vanderwaal
Investment adviser representative at On Investment Management Co
20 yearsExperience
1 stateRegistered 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
20 years in the industry.
- On Investment Management CoOct 2025 to now
- Whalen Financial Group, Inc.Sep 2022 to now
- Whalen Capital, Inc.Dec 2021 to now
- The O.N. Equity Sales CompanyJun 2007 to now
- Corporate Retirement Solutions LLCSep 2006 to now
- Whalen Finanical Group, Inc.Sep 2008 to Sep 2022
Exams passed
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 1 state (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
- 5234773
- Firm CRD
- 105662