MG
CFP
MG
CFP

Mark Gash

33 Years of Experience
Overland Park, KS
2 DisclosuresBrokerSells Insurance

Mark Gash is a CFP-designated registered investment advisor at On Investment Management CO, based in Overland Park, KS, with 33 years of industry experience. Mark 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
207 advisors
Number of Clients
8,323 clients
Average Client Portfolio
$286K average
Assets Under Management
$2.4B

Fee Structure

Planning is included in investment management (also available separately)

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.

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Location

8500 W. 110th Street, Suite 510, Overland Park, KS, 66210

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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 2015
Denied
Customer Dispute
October 2015
Denied
Other Business ActivitiesSells Insurance

Mark is the chairperson of the Persons with Disabilities Advisory board for the city of Olathe, Kansas, dedicating minimal time to this volunteer role. He also serves as a volunteer board member for Evergreen Living Innovations, spending minimal time on this activity, and sells non-investment related insurance through various carriers.

Employment History
Current Registrations
On Investment Management CO
May 2021 - Present · 5 yrs
The O.N. Equity Sales CompanyBroker
May 2021 - Present · 5 yrs
Previous Registrations
Private Client Services, LLCBroker
April 2018 - May 2021 · 3 yrs 1 mo
Prime Capital Investment Advisors, LLC
August 2017 - May 2021 · 3 yrs 9 mos
Lawing Financial INC
March 2014 - October 2017 · 3 yrs 7 mos
Cambridge Investment Research, INC.Broker
March 2014 - April 2018 · 4 yrs 1 mo
Eagle Strategies LLC
March 2003 - March 2014 · 11 yrs
Nylife Securities LLCBroker
January 2003 - March 2014 · 11 yrs 2 mos
Thrivent Investment Management INC.Broker
October 1992 - January 2003 · 10 yrs 3 mos
State Registrations10 states
ALARCOFLIAKSMNMONYTX
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.
Mark Gash - Financial Advisor | TrueAdvisor