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GS

Gregory J. Szelung

ON INVESTMENT MANAGEMENT CO
Deer Park, IL 60010
Some features on this profile are disabled
CRD#: 4338074
GS

Professional summary

Gregory J. Szelung, who also goes by Greg J Szelung, Gregory J Szelung, Gregory Joseph Szelung, is a registered financial advisor currently at ON INVESTMENT MANAGEMENT CO located in Deer Park, Illinois and THE O.N. EQUITY SALES COMPANY located in Cincinnati, Ohio.

Gregory is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2007. Gregory has worked at 6 firms and has passed the Series 66, Series 7TO, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Greg J Szelung | Gregory J Szelung | Gregory Joseph Szelung

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gregory J. Szelung's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

May 4, 2026 - Present

ON INVESTMENT MANAGEMENT CO

Office #1: 21660 W Field Parkway Suite 118, Office 120, Deer Park, IL 60010
RIA
CRD#: 105662
Deer Park, IL
Current

May 4, 2026 - Present

THE O.N. EQUITY SALES COMPANY

Office #1: One Financial Way, Cincinnati, OH 45242
BD
CRD#: 2936
Cincinnati, OH
Past

March 3, 2022 - May 14, 2022

J.P. MORGAN SECURITIES LLC

RIA
CRD#: 79
FRANKFORT, IL
Past

March 3, 2022 - May 14, 2022

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
FRANKFORT, IL
Past

July 15, 2021 - December 31, 2021

L.M. KOHN & COMPANY

RIA
CRD#: 27913
New Lenox, IL
Past

July 15, 2021 - December 31, 2021

L.M. KOHN & COMPANY

BD
CRD#: 27913
New Lenox, IL
Past

July 29, 2011 - October 14, 2011

WADDELL & REED

RIA
CRD#: 866
ORLAND PARK, IL
Past

July 14, 2011 - October 14, 2011

WADDELL & REED

BD
CRD#: 866
ORLAND PARK, IL
Past

April 11, 2007 - December 16, 2008

NUVEEN SECURITIES, LLC

BD
CRD#: 469
CHICAGO, IL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
OI
ON INVESTMENT MANAGEMENT CO
ON INVESTMENT MANAGEMENT CO

CRD#: 105662 / SEC#: 801-7941

RIA
Registered Investment Advisory firm - (11/14/1971 Approved)
Alabama
Registered Investment Advisory firm - (4/15/2002 Terminated)
District of Columbia
Registered Investment Advisory firm - (2/9/2001 Terminated)
Georgia
Registered Investment Advisory firm - (4/15/2002 Terminated)
Indiana
Registered Investment Advisory firm - (12/9/2002 Terminated)
Maine
Registered Investment Advisory firm - (4/19/2002 Terminated)
Maryland
Registered Investment Advisory firm - (4/15/2002 Terminated)
Michigan
Registered Investment Advisory firm - (1/8/2002 Terminated)
North Carolina
Registered Investment Advisory firm - (4/15/2002 Terminated)
South Carolina
Registered Investment Advisory firm - (4/15/2002 Terminated)
West Virginia
Registered Investment Advisory firm - (1/31/2002 Terminated)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Illinois
(5/4/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 11/25/2020
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 5/4/2026
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 5/25/2021
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 7/12/2011
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

OI
ON INVESTMENT MANAGEMENT CO
ON INVESTMENT MANAGEMENT CO

CRD#: 105662 / SEC#: 801-7941

RIA
Registered Investment Advisory firm - (11/14/1971 Approved)
Alabama
Registered Investment Advisory firm - (4/15/2002 Terminated)
District of Columbia
Registered Investment Advisory firm - (2/9/2001 Terminated)
Georgia
Registered Investment Advisory firm - (4/15/2002 Terminated)
Indiana
Registered Investment Advisory firm - (12/9/2002 Terminated)
Maine
Registered Investment Advisory firm - (4/19/2002 Terminated)
Maryland
Registered Investment Advisory firm - (4/15/2002 Terminated)
Michigan
Registered Investment Advisory firm - (1/8/2002 Terminated)
North Carolina
Registered Investment Advisory firm - (4/15/2002 Terminated)
South Carolina
Registered Investment Advisory firm - (4/15/2002 Terminated)
West Virginia
Registered Investment Advisory firm - (1/31/2002 Terminated)
PREMIUM
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Contact information

Main Address
One Financial Way, Cincinnati, OH 45242
Mailing Address
P.o. Box 371, Cincinnati, OH 45201-0371
Phone number
(855) 262-0913
Established
Firm type
Fiscal year end
# of Employees
3,193

SEC notice filing (52 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ONIMCO-52 FIRM BROCHURE ADV 2A 05-14-2025 (5/14/2025)
ONIMCO-52 FIRM BROCHURE ADV 2A 03-26-2025 (5/14/2025)

Regulatory assets under management

Total Number of Accounts12,053
AUM (Assets Under Management)$ 2,376,953,646

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

ON INVESTMENT MANAGEMENT CO

CRD#: 105662Deer Park, IL 60010

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