Christopher
Marlin

On Investment Management Co

CRD#4889526
Investment Advisor
in Englewood, CO

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About this Advisor

Christopher Marlin is a financial advisor based in Englewood, Colorado, working with On Investment Management Co. Christopher has previously held positions at Mutual Of Omaha, Mutual Of Omaha Investor Services, Inc, Ohio National Financial Services, and The O.N. Equity Sales Company. Christopher has passed the Series 66 regulatory exam and is registered to provide services in Colorado. Currently, Christopher is part of On Investment Management Co, which operates out of Englewood, 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

8400 E. Prentice Ave Suite 800
Englewood, CO 80111

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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

Christopher Marlin Work History

2015 - Present (9 years)

Ohio National Financial Services

2015 - Present (9 years)

The O.N. Equity Sales Company

2013 - 2015 (2 years)

Mutual Of Omaha Investor Services, Inc

2012 - 2015 (3 years)

Mutual Of Omaha

Disclosures

Please visit the SEC profile of Christopher Marlin 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

Terek Wilson
Lees Summit, MO
John Head
Chesterfield, MO
Dennis Dean
Chicago, IL
Mark Gash
Lees Summit, MO
Juana Love
Chesterfield, MO
Mark Monahan
Ayer, MA
Matthew Collins
Cincinnati, OH
Michael Ledford
Chattanooga, TN

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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