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Benny Stewart

On Investment Management CO
14 Years of Experience
Lee's Summit, MO
3 DisclosuresBrokerSells Insurance
View SEC Summary
View SEC Summary

Benny Stewart is a registered investment advisor at On Investment Management CO, based in Lee's Summit, MO, with 14 years of industry experience. Benny is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 4 more. Their firm serves 9,568 clients with $3.2B in assets under management.

On Investment Management CO
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
208 advisors
Number of Clients
9,568 clients
Average Client Portfolio
$329K average
Assets Under Management
$3.2B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Representative fees for managed account programs range from 0.30% to 1.50% annually. Third-party investment advisory programs have separate unique fee schedules.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

2641 NE McBaine Drive, Lee's Summit, MO, 64064

Get directions

History

Regulatory History (3)
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.
Employment Separation After Allegations
February 2019
Judgment / Lien
April 2017
Judgment / Lien
March 2015
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Benny is an insurance agent since 2019, dedicating about a quarter of his time to writing insurance business at 2641 NE MCBaine Drive, Lees Summit, MO. Benny also spends minimal time writing insurance as an agent for McGill, Rediger & Simmons, LLC in Omaha, NE.

Employment History
Current Registrations
On Investment Management CO
May 2019 - Present · 7 yrs 5 mos
The O.N. Equity Sales CompanyBroker
April 2019 - Present · 7 yrs 6 mos
Previous Registrations
Edward JonesBroker
January 2015 - February 2019 · 4 yrs 1 mo
Edward Jones
January 2015 - February 2019 · 4 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith Incorporated
November 2011 - December 2014 · 3 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2011 - December 2014 · 3 yrs 4 mos
State Registrations24 states
AKALARAZCACODCFLIAILKSKYLAMONCNMOHOKORPATXUTVAWA
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.
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