Megan Catherine Montgomery
Investment adviser representative at On Investment Management Co
11 yearsExperience
17 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
11 years in the industry.
- On Investment Management CoJan 2018 to now
- Ohio National Financial ServicesAug 2016 to now
- The O.N. Equity Sales CompanyAug 2016 to now
- Wealth and Wisdom of WiJun 2015 to now
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 17 states (AK, AL, CA, CO, FL, GA, IA, IL, IN, LA, MA, MN, NC, NY, TX, WA, 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
- 6664028
- Firm CRD
- 105662