Jake Michael Steffens
Investment adviser representative at On Investment Management Co
14 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
14 years in the industry.
- On Investment Management CoMay 2021 to now
- The O.N. Equity Sales CompanyAug 2017 to now
- Ohio National Financial ServicesJul 2017 to now
- Steffens Insurance Group, Inc.Jan 2017 to now
- University Wisconsin OshkoshSep 2012 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2021
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
- 6486127
- Firm CRD
- 105662