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Kimberly Dolson Gustafson

ON Investment Management Co.

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About Kimberly Dolson Gustafson

Kimberly Gustafson is a financial advisor in Greenwood Village, Colorado, with over 20 years of experience in the industry. She is registered with ON Investment Management Co., and is currently licensed to provide investment advice in Colorado, Florida and Texas. Kimberly has a broad range of experience in various financial service roles and holds the Series 66, Series 7 and Series 7TO licenses.

Firm Information

Kimberly Gustafson is currently registered with ON Investment Management Co.. ON Investment Management Co. is an investment advisor registered with the SEC with its main office in Cincinnati, Ohio. The firm has 206 licensed agents and manages approximately $2.2 billion in regulatory assets under management for individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. The firm offers financial planning, portfolio management, and other advisory services.
ON Investment Management Co.

ONE FINANCIAL WAY

CINCINNATI, OH 45242

$2.20B

Assets Under Management

275

Total Clients

196

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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morningstar investment services llc, sei, assetmark, brinker capital, bny mellon advisors, inc, symmetry partners, envestnet

Morningstar investment services llc, sei, assetmark, brinker capital, bny mellon advisors, inc, symmetry partners, envestnet

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Kimberly Gustafson’s Registration & Firm History

CO

04/09/2024 - Present

ON Investment Management Co. (Greenwood Village CO)

TX

08/09/2004 - 05/07/2009

BANC OF AMERICA INVESTMENT SERVICES, INC. (AUSTIN TX)

MN

11/20/2002 - 07/25/2003

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

11/20/2002 - 07/25/2003

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 03/19/2024

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/28/2023

Series 7TO - General Securities Representative Examination

BC

Issued 02/28/2023

SIE - Securities Industry Essentials Examination

BC

Issued 11/19/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kimberly Dolson Gustafson.
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