Dennis
Goldstrand
On Investment Management Co
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About this Advisor
Dennis Goldstrand is a financial advisor based in Stockton, California, working with On Investment Management Co. Dennis has previously held positions at Central Life Assurance Co., Pierce Mgrmt, Goldstrand Financial & Ins Srvcs, Soares Financial Group, Royal Alliance Associates, Inc, Ohio National Financial Services, and The O.N. Equity Sales Company. Dennis has passed the Series 66 regulatory exam and is registered to provide services in Arizona, California, Louisiana, Oregon, and Texas. Currently, Dennis is part of On Investment Management Co, which operates out of Stockton, California. The firm has 142 offices and 206 employees. The firm manages assets totaling $2.2 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and other services. The fee structure at On Investment Management Co includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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On Investment Management Co Brokerage Details
$2,195,447,741
206
15,930
$137,818
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Dennis Goldstrand Work History
Ohio National Financial Services
The O.N. Equity Sales Company
(Soares Financial Group) Became Part Of
Royal Alliance Assoicates, Inc
(Self) Goldstrand Financial & Ins Srvcs
Central Life Assurance Co. (Pierce Mgrmt
Disclosures
Please visit the SEC profile of Dennis Goldstrand to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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