Joe Smith, financial advisor Overland Park KS

Joe Smith

CRD Number: 5466514
Current Firm: Onedigital Investment Advisors

Joe Smith (CRD# 5466514) is an Investment Advisor Representative working at Onedigital Investment Advisors in Overland Park, KS and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
Valmark Securities, Inc. Akron, OH Feb 2024 - Current < 1
Onedigital Investment Advisors LLC Overland Park, KS Jun 2020 - Current 3
Triad Advisors Norcross, GA Jul 2020 - Feb 2024 3
Global Retirement Partners, LLC Nashville, TN Oct 2018 - Jul 2020 1
Digital Insurance,llc Nashville, TN Sep 2018 - Jul 2020 1
Lpl Financial LLC Nashville, TN Oct 2013 - Jul 2020 6
Paradigm Group Nashville, TN Sep 2007 - Sep 2018 11
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2008
Contact Info for Joe B. Smith
Phone Number: 877-742-2021
Registered State(s):
  • TN
By the Numbers
  • Total Assets Under Management
    89,149
    MILLIONS
  • Total Number of Accounts
    25,199
    ACCOUNTS
  • Average Account Value
    $3,537,783
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
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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