Brandon
Lincoln
On Investment Management Co
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About this Advisor
Brandon Lincoln is a financial advisor who works out of Arvada, Colorado, with 9 years of relevant experience. Lincoln currently works for On Investment Management Co. Their career trajectory has included roles at Lincoln Financial Services, Inc, Ohio National Financial Services and The O. N. Equity Sales Company. Lincoln maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to advise clients in Arizona, Colorado and Kansas. On Investment Management Co is a registered investment business operating out of Cincinnati, OH. The investment advisory business has offices in 202 locations and a total of 256 employees. It administers $2 billion in assets among its 12,239 accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm advises 13 charities and foundations. Of its 12,239 client accounts, just 4% are associated with high-net-worth investors who have greater than $1 million in assets. On Investment Management Co performs a diverse array of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Fees charged by financial advisors typically are based on which service is offered. Fees billed by On Investment Management Co may include 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
Brandon Lincoln Work History
Brandon has been registered as a financial advisor for 9 years.*
The O. N. Equity Sales Company
Lincoln Financial Services, Inc
Ohio National Financial Services
*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 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
Southampton, PA
Tustin, CA
Mackinaw, IL
Rushville, IL
Weirton, WV
Cincinnati, OH
Jacksonville, FL
Lexington, KY
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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