Mark Richard Hoemann

Employer firm

On Investment Management Co CRD 105662

$3.15B regulatory AUM 308 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• SEI, ASSETMARK, BRINKER CAPITAL, BNY MELLON ADVISORS, INC, SYMMETRY PARTNERS, ENVESTNET

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2008 → 02/2018
  Independent Financial Group, Llc
  San Diego, CA
• 09/2005 → Present
  Ohio National Financial Services
  Cincinnati, OH
• 03/2018 → Present
  The O.N. Equity Sales Company
  Cincinnati, OH

Previous Registrations

• 2008-02-26 → 2018-02-28
  Independent Financial Group, Llc
  Bellingham, WA
  Anacortes, WA
  San Diego, CA
• 1996-07-26 → 2008-02-27
  1717 Capital Management Company
  Bellingham, WA
  Anacortes, WA
  Anacortes, WA

Other Businesses

(1) Cascadia Financial Group Inc; Not Investment related; 170 45th Street, Bellingham, WA 98229; life, health, and disability; president 04/02/1992 - present; 50 hours/month (30 during market hours); sales. (2). OneAmerica; yes, Investment related; OneAmerica Square, Indianapolis, IN 46206; Agent; 10-13-2025-present; 2 hours/month (2 hours/month during securities trading hours); Annuity care index annuity and asset care index life; sales of OneAmerica Index Life and Annuity Hybrid LTC.

Exams

• S63 Uniform Securities Agent State Law Examination
  1989-01-18

Designations

• Certified Financial Planner