Jared William elijah Kiepke
Investment adviser representative at On Investment Management Co
12 yearsExperience
1 stateRegistered in
CFADesignation
$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
12 years in the industry.
- On Investment Management CoOct 2025 to now
- Whalen Capital, Inc.Feb 2022 to now
- The On Equity Sales CompanySep 2020 to now
- Whalen Financial GroupJun 2020 to now
- Rib Mountain Sanitary DistrictJun 2014 to Aug 2019
- StudentSep 2010 to May 2020
Designations
- CFA
Exams passed
- Series 66 · Uniform Combined State Law2020
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
- 7267269
- Firm CRD
- 105662