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Brent Ewert

On Investment Management CO
28 Years of Experience
Raymore, MO
2 DisclosuresBrokerSells Insurance
View SEC Summary
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Brent Ewert is a registered investment advisor at On Investment Management CO, based in Raymore, MO, with 28 years of industry experience. Brent is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 4 more. Their firm serves 9,568 clients with $3.2B in assets under management.

On Investment Management CO
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
208 advisors
Number of Clients
9,568 clients
Average Client Portfolio
$329K average
Assets Under Management
$3.2B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Representative fees for managed account programs range from 0.30% to 1.50% annually. Third-party investment advisory programs have separate unique fee schedules.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

801 W Foxwood Drive, Raymore, MO, 64083

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
November 2023
Settled
Customer Dispute
April 2009
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Brent is involved in several business activities, including insurance sales with The Heckadon Group (about a quarter of his time), retail brokerage and insurance sales with Community Financial Services (full-time), and health insurance sales (about 10-20% of his time). Brent also manages real estate rehab/rental through W&E Holdings LLC, dedicating minimal time to this venture.

Employment History
Current Registrations
On Investment Management CO
January 2010 - Present · 16 yrs 9 mos
The O.N. Equity Sales CompanyBroker
January 2005 - Present · 21 yrs 9 mos
Previous Registrations
Lawing Financial Associates, INC.
February 2006 - October 2010 · 4 yrs 8 mos
Edward JonesBroker
October 2000 - January 2005 · 4 yrs 3 mos
Birchtree Financial Services, INC.Broker
August 2000 - September 2000 · 1 mo
American Century Brokerage, INC.Broker
October 1999 - July 2000 · 9 mos
American Century Investment Services INC.Broker
April 1996 - August 1997 · 1 yr 4 mos
State Registrations18 states
ALARAZCACOFLGAIDINKSMIMONCOHOKSDTXWI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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