Gary Livingston
Gary Livingston is a ChFC-designated registered investment advisor at On Investment Management CO, based in Eagan, MN, with 43 years of industry experience. Gary is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 4 more. Their firm serves 9,568 clients with $3.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Representative fees for managed account programs range from 0.30% to 1.50% annually. Third-party investment advisory programs have separate unique fee schedules.
Fee Estimator
Location
3140 Neil Armstrong Blvd, Suite 311, Eagan, MN, 55121
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Gary is a general agent who recruits, trains, and supervises agents in the sale of non-registered insurance products, including disability and life insurance, retirement plans, and fixed annuities, dedicating about half of his time. He also serves on the Economic Advisory Board for the City of Oakdale City Council, advising on economic issues, which takes minimal time.
Employment History
Current Registrations
On Investment Management CO
The O.N. Equity Sales CompanyBroker
Previous Registrations
Woodbury Financial Services, INC.Broker
Nylife Securities INC.Broker
State Registrations5 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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