BFC Planning
47yrs
Top advisor by experience in Cedar Rapids
4yrs
Morgan Less
Financial advisor at ON Investment Management
Based in Cedar Rapids, Iowa, Morgan Less is a fiduciary financial advisor with 4 years of industry experience. Morgan has been with ON Investment Management since 2022. ON Investment Management offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets, hourly fees, and flat fees.
One of 456 advisors with offices in Cedar Rapids, and one of 424 fiduciaries.
At a glance
Experience4 years (since 2022)
How that compares ?4 years in the industry
Office425 2nd Street SE Suite 310, Cedar Rapids, IA 52401
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$319,610
Advisors at the firm209
States licensed ?1 state
Services through ON Investment Management
Financial planningInvestment management for individuals and small businessesChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2022 – nowON Investment Management COCurrent firm
Questions to ask Morgan
Tailored to Morgan’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Morgan
How do I contact Morgan?
Call ON Investment Management at 855-262-0913 and ask for Morgan Less. Morgan works from the Cedar Rapids, IA office.
How long has Morgan been a financial advisor?
Morgan has been in the industry since 2022, about 4 years. 4 years in the industry.
What licenses does Morgan hold?
Series 66. Tap any license on this page to see what it allows.
Is Morgan a fiduciary?
Morgan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Morgan paid?
ON Investment Management reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Morgan for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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