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Ian James Trembly

On Investment Management Co

Overland Park, KS

CRD 7426128

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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:

Current Employers
On Investment Management Co

One Financial Way, Cincinnati, OH 45242 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2026-03-12
GA RA APPROVED 2025-07-01
NE RA APPROVED 2025-03-21
TX RA APPROVED_RES 2025-01-18
IA RA APPROVED 2024-06-28
KS RA APPROVED 2023-03-24
MO RA APPROVED 2023-03-24
  • MN RA
    APPROVED
    Since 2026-03-12
  • GA RA
    APPROVED
    Since 2025-07-01
  • NE RA
    APPROVED
    Since 2025-03-21
  • TX RA
    APPROVED_RES
    Since 2025-01-18
  • IA RA
    APPROVED
    Since 2024-06-28
  • KS RA
    APPROVED
    Since 2023-03-24
  • MO RA
    APPROVED
    Since 2023-03-24

Branch Locations

8500 W. 110Th Street Suite 510, Overland Park, KS 66210 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Shipt Kansas City Metro Area KS 10/2020 07/2025
The Home Depot Kansas City Metro Area KS 01/2016 03/2021
Msp Kansas City Metro Area KS 04/2011 10/2017
Olathe Youth Baseball Olathe KS 05/2005 10/2017
Ohio National Financial Services Cincinnati OH 08/2021 Present
The On Equity Sales Company Cincinnati OH 09/2021 Present
  • 10/2020 → 07/2025
    Shipt
    Kansas City Metro Area, KS
  • 01/2016 → 03/2021
    The Home Depot
    Kansas City Metro Area, KS
  • 04/2011 → 10/2017
    Msp
    Kansas City Metro Area, KS
  • 05/2005 → 10/2017
    Olathe Youth Baseball
    Olathe, KS
  • 08/2021 → Present
    Ohio National Financial Services
    Cincinnati, OH
  • 09/2021 → Present
    The On Equity Sales Company
    Cincinnati, OH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-09-06
S63 Uniform Securities Agent State Law Examination 2021-12-13
  • S65 Uniform Investment Adviser Law Examination
    2022-09-06
  • S63 Uniform Securities Agent State Law Examination
    2021-12-13
Other Names
  • Ian Trembly

View on SEC IAPD

Nearby Firms

MARINER
MARINER INDEPENDENT
MARINER WEALTH

Nearby Investors

ALANA DENNEY SCOTT
MARK RICHARD VLASIC
MATTHEW DOUGLAS FISHER

Nearby Offices

MARINER · OVERLAND PARK, KS
MARINER INDEPENDENT · OVERLAND PARK, KS
MARINER WEALTH · OVERLAND PARK, KS

More in Overland Park, KS

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