Jani Rhae Picard

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

• 09/2000 → Present
  The O.N. Equity Sales Company
  Oshkosh, WI

Previous Registrations

• 2009-04-30 → 2013-06-18
  Wisconsin Financial Advisors, Llc
  Oshkosh, WI
  Madison, WI
  Oshkosh, WI
• 2008-05-02 → 2011-12-31
  On Investment Management Co
  Oshkosh, WI
  Cincinnati, OH

Other Businesses

1)FINANCIAL ARCHITECTS LLC; INVESTMENT RELATED; 2450 Witzel Avenue, Oshkosh, WI 54904; FINANCIAL PLANNING; OWNER; START DATE: 04/1996; 80 HOURS PER MONTH(80 HOURS DURING TRADING HOURS) SELLING LIFE INSURANCE, DISABILITY INSURANCE, FUNERAL TRUSTS. 2) Pearl Properties; investment related; W4681 N Pearl Lake Road Redgranite WI 54970; rental properties; Owner; 05/01/23; 1 hour/month( 1 hour during security trading hours); I am owner but husband manages the properties.

Exams

• S65 Uniform Investment Adviser Law Examination
  1993-09-20
• S63 Uniform Securities Agent State Law Examination
  1985-11-18

Other Names

• Jani R Marcellis
• Jani Rhae Marcellis