Virginia Vanderwaal
Virginia Vanderwaal is a registered investment advisor at On Investment Management CO, based in Wausau, WI, with 18 years of industry experience. Virginia 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
226411 Rib Mountain, Wausau, WI, 54401
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Virginia is the President of Corporate Retirement Solutions LLC, a third-party administrator. She also works as an office administrator for Whalen Financial Group, Inc., an insurance sales entity, dedicating about a quarter of her time to this activity. Additionally, Virginia works full-time as an investment advisor assistant to Kerry Whalen at Whalen Capital, Inc. and is a registered office administrator for The O.N. Equity Sales Company.
Employment History
Current Registrations
On Investment Management CO
Whalen Capital, INC.
The O.N. Equity Sales CompanyBroker
State Registrations1 state
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.