LM
LM

Luke Meseck

8 Years of Experience
Des Moines, IA
Broker

Luke Meseck is a registered investment advisor at On Investment Management CO, based in Des Moines, IA, with 8 years of industry experience. Luke 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

319 SW 5th St STE 206, Des Moines, IA, 50309

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Luke is the co-founder and LLC member of Something 2B Celebrated LLC, a custom teepee sleepover service for children, since September 2022. He spends minimal time supporting the business by loading vehicles and setting up/taking down teepees.

Employment History
Current Registrations
On Investment Management CO
February 2023 - Present · 3 yrs 3 mos
The O.N. Equity Sales CompanyBroker
December 2022 - Present · 3 yrs 5 mos
Previous Registrations
PFS Investments INC.Broker
February 2008 - October 2013 · 5 yrs 8 mos
State Registrations12 states
COFLIAINMDMNMONHNJPAVAWI
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.