James Fanning, financial advisor Fort Collins CO

James Fanning

CRD Number: 6377061
Current Firm: On Investment Management Co

James Fanning (CRD# 6377061) is an Investment Advisor Representative working at On Investment Management Co in Fort Collins, CO and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
The O. N. Equity Sales Company Cincinnati, OH Aug 2014 - Current 7
Retirement & Estate Advisors Inc. Fort Collins, CO Jun 2014 - Current 7
Macy's Fort Collins, CO Feb 2014 - Jan 2015 < 1
Augustana College Rock Island, IL Jul 2013 - Feb 2014 < 1
Pablo's Pizza Fort Collins, CO Mar 2011 - Aug 2013 2
Pablo's Pizza Fort Collins, CO Apr 2013 - Jul 2013 < 1
Augustana College Rock Island, IL Aug 2012 - Apr 2013 < 1
Pablo's Pizza Fort Collins, CO Mar 2011 - Aug 2012 1
Pouder R-1 School District Ft. Collins, CO Aug 2004 - Jun 2012 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2016
Contact Info for James E. Fanning
Phone Number: 855-262-0913
Firm Website: https://www.onesco.net/
Registered State(s):
  • AZ
  • CO
  • FL
  • IL
  • IA
  • KS
  • MD
  • OH
  • OK
  • TX
  • UT
  • WI
  • WY
By the Numbers
  • Total Assets Under Management
    2,163
    MILLIONS
  • Total Number of Accounts
    13,977
    ACCOUNTS
  • Average Account Value
    $154,723
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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