Neil Netoskie (CRD# 1991548) is an Investment Advisor Representative working at Onedigital Investment Advisors in Overland Park, KS and has over 34 years of experience in the finance industry.
CRD# 6844537
Creative Planning
CRD# 6114482
Professional Asset Management, Inc.
CRD# 6033329
Creative Planning
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Onedigital Investment Advisors LLC | Overland Park, KS | Mar 2021 - Current | 3 |
| Triad Advisors | Norcross, GA | Apr 2021 - Jul 2021 | < 1 |
| Lpl Financial LLC | Houston, TX | Aug 2013 - Apr 2021 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1989 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2016 |
- TX
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Total Assets Under Management107,102MILLIONS
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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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