Adviser and broker representative · On Investment Management Co.
Dennis J. Goldstrand
CRD 856646 · Stockton, CA
At a glance
Dennis J. Goldstrand is an investment adviser representative with On Investment Management Co. in Stockton, CA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Dennis’s SEC record dates to 2022, about 4 years ago. Dennis is also registered as a broker representative. Designations on file: Chartered Financial Consultant.
Current advisory firms
- On Investment Management Co.Since March 2022Stockton, CA · $3.2B in regulatory assets
- Goldstrand Planning GroupSince January 2024Stockton, CA · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2022 (4 years)
- Designations
- Chartered Financial Consultant
- Exams
- Series 66
- Registered in
- 7 states
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Dennis’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.