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Christopher Heckadon

28 Years of Experience
Lee'S Summit, MO
1 DisclosureBrokerSells Insurance

Christopher Heckadon is a registered investment advisor at On Investment Management CO, based in Lee'S Summit, MO, with 28 years of industry experience. Christopher 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

608 SW 3rd Street, Lee'S Summit, MO, 64063

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History

Regulatory History (1)
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
December 2006
Denied
Other Business ActivitiesSells Insurance

Christopher is involved in several insurance-related activities, including selling life, disability, long-term care, and health insurance through Summit Pointe Financial Group, Employee Benefit Professionals, and McGill Rediger and Simmons. He also refers prospects for P&C insurance through Twin Lakes Insurance and Medicare Supplement prospects through Midwest Medicare & Benefits, dedicating minimal time to each.

Employment History
Current Registrations
The O.N. Equity Sales CompanyBroker
November 2014 - Present · 11 yrs 6 mos
On Investment Management CO
November 2014 - Present · 11 yrs 6 mos
Previous Registrations
Oneamerica Securities, INC.
October 2009 - December 2014 · 5 yrs 2 mos
Oneamerica Securities, INC.Broker
October 2009 - December 2014 · 5 yrs 2 mos
MML Investors Services, INC.
November 2008 - October 2009 · 11 mos
MML Investors Services, INC.Broker
October 2008 - October 2009 · 1 yr
New England Securities Corporation
June 2001 - October 2008 · 7 yrs 4 mos
New England SecuritiesBroker
September 1997 - October 2008 · 11 yrs 1 mo
State Registrations29 states
AKALARAZCACODCFLGAIAIDILKSLAMIMONCNENMOHOKORPASDTNTXUTVAWA
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.
Christopher Heckadon - Financial Advisor | TrueAdvisor