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AS
ChFC
AS
ChFC

Arthur Sanger

On Investment Management CO
50 Years of Experience
Madison, WI
1 DisclosureBrokerSells Insurance
View SEC Summary
View SEC Summary

Arthur Sanger is a ChFC-designated registered investment advisor at On Investment Management CO, based in Madison, WI, with 50 years of industry experience. Arthur 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

2923 Marketplace Dr, Suite 210, Madison, WI, 53719

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History

Regulatory History (1)
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Regulatory
June 2000
Final
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Arthur is the President/Owner of Wisconsin Financial Group, Inc. since 2008, where he manages the agency and sells life, health, disability, LTC, and fixed annuity insurance products, dedicating significantly more than full-time hours to this. He is also a member of Wealth Building Cornerstones since 2011, promoting and training on a sales system for insurance, spending a few hours per week on this activity.

Employment History
Current Registrations
On Investment Management CO
March 2012 - Present · 14 yrs 7 mos
The O.N. Equity Sales CompanyBroker
February 1996 - Present · 30 yrs 8 mos
Previous Registrations
On Investment Management CO
May 2010 - December 2011 · 1 yr 7 mos
Wisconsin Financial Advisors, LLC
April 2009 - July 2013 · 4 yrs 3 mos
New England SecuritiesBroker
June 1987 - December 1990 · 3 yrs 6 mos
Wfg Securities CorporationBroker
May 1986 - January 1996 · 9 yrs 8 mos
The Lincoln National Life Insurance CompanyBroker
April 1986 - May 1989 · 3 yrs 1 mo
Lincoln National Pension Insurance CompanyBroker
April 1986 - January 1989 · 2 yrs 9 mos
Penn Mutual Equity Services, INC.Broker
December 1983 - May 1986 · 2 yrs 5 mos
Pml Securities CompanyBroker
August 1976 - December 1983 · 7 yrs 4 mos
State Registrations20 states
ALAZCACOCTFLGAIDILKSMAMIMNNCNVOHTXVAVTWI
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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