Gary William Livingston

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/1995 → Present
  Fortis Investors, Inc.
  Eagan, MN
• 10/2002 → Present
  The O.N. Equity Sales Company
  Eagan, MN

Other Businesses

1) GARY LIVINGSTON; INVESTMENT RELATED; ONE FINANCIAL WAY CINCINNATI OHIO 45242; GENERAL AGENT; 09/01/2002; 100 HOURS/MONTH ( 2 DURING SECURITY HOURS); RECRUITS, TRAINS AND SUPREVISES AGENTS ENGAGED IN THE SALE OF NON-REGISTERED INSURANCE PRODUCTS. SELLS/SERVICES DISABILITY AND LIFE INSURANCE, RETIREMENT PLANS AND FIXED ANNUITIES. NO EIAS. 2) ECONOMIC ADVISORY BOARD; NOT INVESTMENT RELATED; 1584 HADLEY AVE N OAKDALE MN 55128; ADVISORY FOR THE CITY OF OAKDALE CITY COUNCIL; MEMEBER OF THE BOARD; 09/07/2016-PRESENT; 1 HOUR/MONTH; 0 HOUR/TRADING; ADVISORY TO THE CITY COUNCIL ON ECONOMIC ISSUES DEALING WITH ECONOMIC GROWTH WITHIN THE CITY.

Exams

• S63 Uniform Securities Agent State Law Examination
  1986-06-13

Designations

• Chartered Financial Consultant