Kimberly
Gustafson

On Investment Management Co

CRD#4575858
Investment Advisor
in Englewood, CO

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About this Advisor

Kimberly Gustafson is a financial advisor based in Englewood, Colorado, working with On Investment Management Co. Kimberly has previously held positions at Bny Mellon Wealth Management, Fortis Private Bank, Wells Fargo Bank, N.A, Primelending, A Plains Capital Company, Colorado Financial Advisors, Georgetown Mortgage (Now Thrive Mortgage), and The O.N. Equity Sales Company. Kimberly has passed the Series 66 regulatory exam and is registered to provide services in Colorado, Florida, and Texas. Currently, Kimberly 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 Avenue 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

Kimberly Gustafson Work History

2023 - Present (1 year)

Colorado Financial Advisors

2023 - Present (1 year)

The O.N. Equity Sales Company

2021 - 2023 (2 years)

Primelending, A Plains Capital Company

2018 - 2021 (3 years)

Wells Fargo Bank, N.A

2017 - 2018 (1 year)

Fortis Private Bank

2016 - 2017 (1 year)

Georgetown Mortgage (Now Thrive Mortgage)

2014 - 2016 (2 years)

Bny Mellon Wealth Management

Disclosures

Please visit the SEC profile of Kimberly Gustafson 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

Juana Love
Chesterfield, MO
April Hahn
Appleton, WI
Terek Wilson
Lees Summit, MO
Nathan Biggerstaff
Lees Summit, MO
John Head
Chesterfield, MO
Michael Ledford
Chattanooga, TN
Aaron Briggs
Boise, ID
Matthew Collins
Cincinnati, OH

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