Katherine Laura Megna
Investment adviser representative at On Investment Management Co
15 yearsExperience
11 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
15 years in the industry.
- On Investment Management CoApr 2012 to now
- The On Equity Sales CompanyApr 2012 to now
- Madison 56er'sJun 2011 to now
- Ohio National Financiali ServicesMay 2011 to now
- Megna Financial, LLCJan 2011 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2011
- Series 63 · Uniform Securities Agent State Law2012
State registrations
Registered as an investment adviser representative in 11 states (AR, CA, CO, CT, FL, IN, MN, NJ, NY, 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
- 5907957
- Firm CRD
- 105662