Kathryn Lutz
Investment adviser representative at On Investment Management Co
13 yearsExperience
1 stateRegistered in
$3.2BFirm assets
54 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- On Investment Management CoSep 2026 to now
- The O.N. Equity Sales CompanyAug 2026 to now
- UnemployedNov 2025 to Aug 2026
- Advisor LawMar 2025 to Nov 2025
- UnemployedJan 2025 to Mar 2025
- MML Investors Services, LLCOct 2024 to Jan 2025
- Massmutual Life Insurance CompanyAug 2024 to Jan 2025
- UnemployedJan 2024 to Aug 2024
- Charles Schwab & Co., Inc.Jul 2017 to Jan 2024
- UnemployedMay 2017 to Jul 2017
- University of Northern ColoradoAug 2013 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (CO).
On Investment Management Co
$3.2BAssets managed
9,568Clients
195Advisers
54 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6508994
- Firm CRD
- 105662