Brandon
Lincoln

On Investment Management Co

CRD#5903699
Investment Advisor
in Arvada, CO

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About this Advisor

Brandon Lincoln is a financial advisor based in Arvada, Colorado, working with On Investment Management Co. Brandon has previously held positions at Lincoln Financial Services, Inc, Ohio National Financial Services, and The O. N. Equity Sales Company. Brandon has passed the Series 66 regulatory exam and is registered to provide services in Arizona, Colorado, Kansas, and Wyoming. Currently, Brandon is part of On Investment Management Co, which operates out of Arvada, Colorado. 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

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

7878 Wadsworth Blvd Suite 300
Arvada, CO 80003

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On Investment Management Co Brokerage Details

Total Assets Under Management

$2,195,447,741

CO Average: $2,106,341,625
Total Number of Employees

206

CO Average: 34
Total Number of Accounts

15,930

CO Average: 1,972
Average Account Size

$137,818

CO Average: $1,068,125

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Other

Brandon Lincoln Work History

2013 - Present (11 years)

The O. N. Equity Sales Company

2011 - Present (13 years)

Lincoln Financial Services, Inc

2011 - Present (13 years)

Ohio National Financial Services

Disclosures

Please visit the SEC profile of Brandon Lincoln 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

Nathan Biggerstaff
Lees Summit, MO
Mark Monahan
Ayer, MA
Kimberly Gustafson
Englewood, CO
Terek Wilson
Lees Summit, MO
Juana Love
Chesterfield, MO
Michael Ledford
Chattanooga, TN
Jordan Carrier
Blountville, TN
Mark Gash
Lees Summit, MO

The content in this profile was updated by SmartAsset on 6/19/2024. 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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