Kimberly
Gustafson
On Investment Management 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
Services Offered
Fee Structure
Office Location
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On Investment Management Co Brokerage Details
$2,195,447,741
206
15,930
$137,818
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Kimberly Gustafson Work History
Colorado Financial Advisors
The O.N. Equity Sales Company
Primelending, A Plains Capital Company
Wells Fargo Bank, N.A
Fortis Private Bank
Georgetown Mortgage (Now Thrive Mortgage)
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.
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