Jared William Elijah Kiepke

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

• 06/2020 → 09/2022
  Whalen Financial Group
  Weston, WI
• 06/2014 → 08/2019
  Rib Mountain Sanitary District
  Wausau, WI
• 09/2010 → 05/2020
  Student
  Wausau, WI
• 09/2020 → Present
  The On Equity Sales Company
  Cincinnati, OH
• 02/2022 → 09/2022
  Whalen Capital, Inc.
  Weston, WI
• 09/2022 → Present
  Whalen Capital, Inc.
  Wausau, WI
• 09/2022 → Present
  Whalen Financial Group
  Wausau, WI

Previous Registrations

• 2022-02-16 → 2026-06-01
  Whalen Capital, Inc.
  Wausau, WI
  Wausau, WI

Other Businesses

The ON Equity Sales Company; Investment Related; Cincinnati, OH; Broker Dealer; Registered Rep; 09-2020; Approximately 80% of time

Exams

• S66 Uniform Combined State Law Examination
  2020-10-27

Designations

• Chartered Financial Analyst