Dennis
Goldstrand
On Investment Management Co
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About this Advisor
Dennis Goldstrand is a chartered financial consultant working out of Stockton, California with 22 years of relevant experience. Goldstrand is currently employed by On Investment Management Co. Their career trajectory has included roles at Central Life Assurance Co. (Pierce Mgrmt, (Self) Goldstrand Financial & Ins Srvcs, (Soares Financial Group) Became Part Of, Royal Alliance Assoicates, Inc, Ohio National Financial Services and The O.N. Equity Sales Company. Goldstrand maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Arizona, California, Louisiana, Oregon and Texas. On Investment Management Co is a registered investment firm based out of Cincinnati, OH. The company has offices in 202 locations and a total of 256 people on staff. It controls $2 billion in assets between its 12,239 client accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm advises 13 charities and foundations. Of its 12,239 accounts, just 4% are associated with high-net-worth individuals who have more than $1 million in assets. On Investment Management Co provides a broad range of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Financial advisory fee schedules largely are based on which service is offered. However, fee types billed by On Investment Management Co likely consist of some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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On Investment Management Co Brokerage Details
$2,078,480,898
256
12,239
$169,824
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Dennis Goldstrand Work History
Dennis has been registered as a financial advisor for 22 years.*
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
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
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.
Financial Advisors at On Investment Management Co
Tustin, CA
Southampton, PA
Mackinaw, IL
Rushville, IL
Waterford, WI
Charlestown, MA
Cedar Rapids, IA
Chicago, IL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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