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Current Employers
On Investment Management Co

One Financial Way, Cincinnati, OH 45242 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2025-10-27
ID RA APPROVED 2024-08-28
CA RA APPROVED 2024-01-09
OR RA APPROVED 2024-01-09
LA RA APPROVED 2022-10-21
AZ RA APPROVED 2022-04-01
TX RA APPROVED 2022-03-31
  • MI RA
    APPROVED
    Since 2025-10-27
  • ID RA
    APPROVED
    Since 2024-08-28
  • CA RA
    APPROVED
    Since 2024-01-09
  • OR RA
    APPROVED
    Since 2024-01-09
  • LA RA
    APPROVED
    Since 2022-10-21
  • AZ RA
    APPROVED
    Since 2022-04-01
  • TX RA
    APPROVED
    Since 2022-03-31

Branch Locations

2800 W. March Lane #326, Stockton, CA 95219-8202 • United States

Goldstrand Planning Group

2800 W. March Lane Suite 326, Stockton, CA 95219-8202 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-01-09
  • CA RA
    APPROVED
    Since 2024-01-09

Branch Locations

2800 W. March Lane Suite 326, Stockton, CA 95219-8202 • 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
OrganizationCityStateFromTo
(Self) Goldstrand Financial & Ins Srvcs Stockton CA 03/1989 Present
Augustar Financial Formerly Ohio National Financial Cincinnati OH 07/1997 Present
The O.N. Equity Sales Company Cincinnati OH 09/1997 Present
Goldstrand Planning Group Stockton CA 03/1989 Present
American Express Corporate Services Phonix AZ 07/2010 Present
On Investment Management Company (Onimco) Cincinnati OH 06/2001 Present
  • 03/1989 → Present
    (Self) Goldstrand Financial & Ins Srvcs
    Stockton, CA
  • 07/1997 → Present
    Augustar Financial Formerly Ohio National Financial
    Cincinnati, OH
  • 09/1997 → Present
    The O.N. Equity Sales Company
    Cincinnati, OH
  • 03/1989 → Present
    Stockton, CA
  • 07/2010 → Present
    American Express Corporate Services
    Phonix, AZ
  • 06/2001 → Present
    On Investment Management Company (Onimco)
    Cincinnati, OH
Other Businesses

1). GOLDSTRAND PLANNING GROUP; YES INVESTMENT RELATED; 2800 W MARCH LANE, #326, STOCKTON, CA 95219; REGISTERED INVESTMENT ADVISOR-STATE REGISTERED; OWNER; 06/09/199-CURRENT; 60 HOURS/MONTH; 50 DURING SECURITIES TRADING HOURS/MONTH; FEE BASED INVESTMENT ADVISORY AND FINANCIAL PLANNING. 2). GOLDSTRAND INSURANCE SERVICES; NON INVESTMENT RELATED; 2800 W. MARCH LANE, #326, STOCKTON, CA 95219; INSURANCE PRODUCT SALES; OWNER/ INSURANCE AGENT; 09/01/1976-CURRENT; 160 HOUR/MONTH; 120 DURING SECURITIES TRADING HOURS/MONTH; NON- SECURITIES INSURANCE PRODUCTS LIFE, DISABILITY, LONG-TERM AND HEALTH 3) AMERICAN EXPRESS CORPORATE SERVICES; NON INVESTMENT RELATED; 3 WORLD FINANCIAL CENTER NEW YORK NY 10285; CORPORATE CREDIT CARD; REFERRER; 07/08/2010- PRESENT; 1 HOUR PER MONTH (1 HOUR DURING MARKET HOURS); MY ROLE IS ONLY TO PROVIDE REFERRAL TO AE CORPORATE SERVICES OF POSSIBLE QUALIFYING (SALES VOLUME MINIMUM) COMPANIES FOR CORPORATE CREDIT CARD. I DO NOT PARTICIPATE IN ANY PRESENTATION MEETINGS RECEIVE REFERRAL FEE.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 1999-06-09
  • S66 Uniform Combined State Law Examination
    1999-06-09
Designations

View on SEC IAPD

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