John Cagle, financial advisor Mackinaw IL

John Cagle

CRD Number: 7351634
Current Firm: On Investment Management Co

John Cagle (CRD# 7351634) is an Investment Advisor Representative working at On Investment Management Co in Mackinaw, IL and has over 2 years of experience in the finance industry.

Similar Advisors
Rockie Zeigler III, CFP®, financial advisor Mackinaw IL
Rockie Zeigler III, CFP®
CRD# 4746685
Rp Zeigler Investment Services
Similar Advisors
Gregory Abbott, financial advisor Mackinaw IL
Gregory V. Abbott
CRD# 1047258
Robert W. Baird & Company Incorporated
Similar Advisors
Dena Abdelaziz, financial advisor Mackinaw IL
Dena Abdelaziz
CRD# 7074382
Three Sixty Wealth Management, LLC
Company Name Location Dates Years
The O.n. Equity Sales Company Cincinnatti, OH Mar 2021 - Current 3
Ohio National Financial Services Cincinnati, OH Oct 2020 - Current 3
College Chefs Champaign, IL Dec 2015 - Jul 2020 4
Silver Pickle Mackinaw, IL Jan 2015 - Dec 2015 < 1
Nima's Gassville, AR Jul 2013 - Jan 2015 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2021
S65 NASAA Investment Advisors Law Examination Oct 2021
Contact Info for John Cagle
Phone Number: 855-262-0913
Firm Website: https://www.onesco.net/
Registered State(s):
  • CA
  • CO
  • IL
  • MI
  • MO
  • WA
By the Numbers
  • Total Assets Under Management
    2,195
    MILLIONS
  • Total Number of Accounts
    15,930
    ACCOUNTS
  • Average Account Value
    $137,818
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.