Brandon Sutcliffe (CRD# 7057311) is an Investment Advisor Representative working at Onedigital Investment Advisors in Overland Park, KS and has over 4 years of experience in the finance industry.
CRD# 2074636
Financial Partners Group, Inc.
CRD# 1380183
Creative Planning
CRD# 5216324
Mariner Wealth
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Resources Investment Advisors | Overland Park, KS | Jun 2019 - Current | 4 |
| Kansas State University | Manhattan, KS | Feb 2019 - May 2019 | < 1 |
| Resources Investment Advisors | Overland Park, KS | Dec 2018 - Jan 2019 | < 1 |
| Kansas State University | Manhattan, KS | Jul 2018 - Dec 2018 | < 1 |
| Financial Planning Academy | Lubbock, TX | Jun 2018 - Jun 2018 | < 1 |
| Kansas State University | Manhattan, KS | Sep 2016 - May 2018 | 1 |
| Sarpino's Pizza | Shawnee, KS | May 2016 - Aug 2016 | < 1 |
| Kansas State University | Manhattan, KS | Sep 2014 - Apr 2016 | 1 |
| Hy-vee | Overland Park, KS | Feb 2013 - Aug 2014 | 1 |
| Shawnee Mission South | Overland Park, KS | Aug 2010 - May 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Nov 2019 |
- KS
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Total Assets Under Management107,102MILLIONS
-
Total Number of Accounts57,121ACCOUNTS
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Average Account Value$1,875,008
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- 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)
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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