Jordan Funke
Jordan Funke is a registered investment advisor at On Investment Management CO, based in Des Moines, IA, with 11 years of industry experience. Jordan 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
319 SW 5th St Ste 206, Des Moines, IA, 50309
Get directionsHistory
Regulatory History (1)
Criminal
December 2009Other Business ActivitiesSells Insurance
Jordan is an insurance agent selling life insurance since 2012, dedicating nearly full-time hours to this. Jordan also works as an associate advisor and is involved with Estate Documents Pro, LLC and Quantum Group, spending minimal time on each.
Employment History
Current Registrations
On Investment Management CO
The O.N. Equity Sales CompanyBroker
State Registrations30 states
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.