Brent Ewert
Brent Ewert is a registered investment advisor at On Investment Management CO, based in Raymore, MO, with 27 years of industry experience. Brent operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 8,323 clients with $2.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
ONIMCO offers investment advisory programs where fees are based on a percentage of the assets managed. The fees are determined by the specific program sponsor you choose, and they typically have tiered fee schedules where larger accounts may receive reduced fees. The Investment Adviser Representative's portion of the fees is negotiable and may range from 0.30% to 1.50% annually. These fees do not include the fees charged by the investments themselves, such as mutual funds or ETFs. Additional fees may apply for tax management services or socially responsible screening.
Location
801 W Foxwood Drive, Raymore, MO, 64083
Get directionsHistory
Regulatory History (2)
Customer Dispute
November 2023Customer Dispute
April 2009Other 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
The O.N. Equity Sales CompanyBroker
Previous Registrations
Lawing Financial Associates, INC.
Edward JonesBroker
Birchtree Financial Services, INC.Broker
American Century Brokerage, INC.Broker
American Century Investment Services INC.Broker
State Registrations18 states
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.