TrueAdvisor
TrueAdvisor
CC
CC

Christopher Clepp

On Investment Management CO
11 Years of Experience
Chicago, IL
2 DisclosuresBrokerSells Insurance
View SEC Summary
View SEC Summary

Christopher Clepp is a registered investment advisor at On Investment Management CO, based in Chicago, IL, with 11 years of industry experience. Christopher 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

1327 W Washington, Suite 4A, Chicago, IL, 60607

Get directions

History

Regulatory History (2)
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.
Criminal
July 1997
Final Disposition
Criminal
October 1996
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Christopher is an independent contractor selling fixed life and annuity products through Building Towards Wealth Financial since 2012, dedicating nearly full-time hours. He is also an insurance agent for Fiduciary Insurance Partners since September 2024, spending about 10-20% of his time on life, disability, and LTC insurance solutions.

Employment History
Current Registrations
On Investment Management CO
April 2016 - Present · 10 yrs 6 mos
The O.N. Equity Sales CompanyBroker
November 2014 - Present · 11 yrs 11 mos
State Registrations14 states
AZCACOFLGAILINKSMAMNNYTXWAWI
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.
More Advisors
More financial advisors in Chicago, IL →All financial advisors in Illinois →