Company Profile
Industry:Investment Management, Business Services/Investment Advisory Service
Doing business as:Onpath Financial
Registration:Aug 15, 2003
Site:onpathfinancial.com
Description:The team at OnPath Financial works tirelessly with our clients to help bring better clarity into their financial lives. In volatile times, the need for such coordination has never been greater. The path to success requires attention. It’s time to engage. It’s time to plan. It’s time to Refocus Your Wealth.™
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through HighPoint Planning Partners, a Registered Investment Advisor. HighPoint Planning Partners...
State ID:00983136
Business type:Domestic LLC
Members (2):Dan Tresemer / Owner Jim Keller / Insurance Agent
Agent:Daniel S Tresemer 100 Illinois St #201, Saint Charles, IL 60174 (Physical)
Founded:2003
Specialties:Wealth Managment, Financial Planning, Investment Management, Insurance Services, Employee Benefits
Company size:11-50 employees
Summary
The professional industries of the organization Onpath Financial Llc are Investment Management, Business Services/Investment Advisory Service. The organization Onpath Financial Llc was registered on August 15, 2003. We have found information about 2 employees who work here. A registered office address of Onpath Financial is 100 Illinois St SUITE 201, St Charles, IL 60174. For more information, please visit the official website.
Who has worked at OnPath Financial LLC
| Position at OnPath Financial LLC | Previous job position | |
|---|---|---|
| Daniel Tresemer | OwnerSince Jan 2007 |
Thrivent FinancialSenior Financial Consultant Jul 1997 - Jan 2007 |
| Deb Rolls | Client Services Rep |
|
| Rich Kitick | Senior PartnerSince Jan 2007 |
|
| Robert Perez | PartnerSince May 2009 |
Ameriprise FinancialFinancial Advisor Dec 2003 - May 2009 |
| Steve Visser | PartnerSince 2009 |
Retirement Planning Solutions, Inc.Owner 2003 - 2009 |
Former Employees
| Position at OnPath Financial LLC | Next job position | |
|---|---|---|
| Denise Powers | Registered Client Service RepresentativeSep 2010 - Feb 2012 |
Harvest Wealth Management Co.Registered Sales Assistant, LPL Financial Since Mar 2012 |
| Julianne Ness | Financial ConsultantJan 2009 - May 2012 |
Deutsche Asset ManagementInternal Sales Consultant Since May 2012 |