Elisabeth Anne Olson
Investment adviser representative at On Investment Management Co
10 yearsExperience
19 statesRegistered in
CFP® certificationDesignation
$3.2BFirm assets
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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
10 years in the industry.
- On Investment Management CoJan 2019 to now
- The O.N. Equity Sales CompanyJan 2019 to now
- Sole Prop RentalSep 2018 to now
- Various Insurance Carriers for W&r Insurance AgenciesSep 2016 to Jan 2019
- Waddell & Reed Inc.Sep 2016 to Jan 2019
- Rental HouseJul 2016 to Feb 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 19 states (AZ, CA, CO, FL, IA, IN, LA, MI, MN, MT, NC, NM, OR, TX, UT, VA, WA, WI, WV).
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
- 6577798
- Firm CRD
- 105662