Holly Sue Lindstrom

Employer firm

On Investment Management Co CRD 105662

$3.15B regulatory AUM 308 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Selection of other advisers
SEI, ASSETMARK, BRINKER CAPITAL, BNY MELLON ADVISORS, INC, SYMMETRY PARTNERS, ENVESTNET

From the firm’s Form ADV. Read the guides:

Current Employers

On Investment Management Co

One Financial Way, Cincinnati, OH 45242 • United States

Current Registrations

Authority	Category	Status	Date
MN	RA	APPROVED	2026-01-27

MN RA
APPROVED

Since 2026-01-27

Branch Locations

Savage, MN • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
David Shabaz Cpa	Apple Valley	MN	01/2015	12/2019
Sampair Cpa	Apple Valley	MN	01/2020	10/2023
Holly Lindstrom Cpa Llc	Savage	MN	10/2019	Present
O.N. Investment Management Company	Cincinnati	OH	01/2026	Present

01/2015 → 12/2019

David Shabaz Cpa

Apple Valley, MN
01/2020 → 10/2023

Sampair Cpa

Apple Valley, MN
10/2019 → Present

Holly Lindstrom Cpa Llc

Savage, MN
01/2026 → Present

O.N. Investment Management Company

Cincinnati, OH

Other Businesses

I am the sole owner and only employee of: Holly Lindstrom CPA LLC, 5810 River Oak Dr, Savage, MN 55378. It is a tax preparation service that is not investment related. I started my company October of 2019. I have devoted all of my working hours to this business since October of 2023. I do all administration and tax work for my firm.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2024-02-03

S65 Uniform Investment Adviser Law Examination

2024-02-03

Other Names

Holly Sue Torgersen

View on SEC IAPD