Onedigital Investment Advisors

Onedigital Investment Advisors (CRD# 106766) is a financial advisory firm headquartered in Overland Park, KS. They manage $107,102,318,821 in 57,121 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    107,102
    MILLION
  • Total Number of Accounts
    57,121
    ACCOUNTS
  • Average Account Value
    $1,875,008
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
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Onedigital Investment Advisors
Showing 101 - 110 of 291 top financial advisors.
101
James M. Izett
CRD#: 712827
11101 Switzer Road, Suite 200, Overland Park, KS 66210

James Izett (CRD# 712827) is an Investment Advisor Representative working at Onedigital Investment Advisors in Overland Park, KS and has over 38 years of experience in the finance industry.

102
Andrew Jefferys
CRD#: 5293646
11101 Switzer Road, Suite 200, Overland Park, KS 66210

Andrew Jefferys (CRD# 5293646) is an Investment Advisor Representative working at Onedigital Investment Advisors in Overland Park, KS and has over 11 years of experience in the finance industry.

103
Jennifer B. Jones
CRD#: 4838195
132 E Grand River Ave, Suite 207, Brighton, MI 48116

Jennifer Jones (CRD# 4838195) is an Investment Advisor Representative working at Onedigital Investment Advisors in Brighton, MI and has over 19 years of experience in the finance industry.

104
Larry E. Jones
CRD#: 1911938
11101 Switzer Road, Suite 200, Overland Park, KS 66210

Larry Jones (CRD# 1911938) is an Investment Advisor Representative working at Onedigital Investment Advisors in Overland Park, KS and has over 28 years of experience in the finance industry.

105
Taylor R. Jones
CRD#: 5155346
11101 Switzer Road, Suite 200, Overland Park, KS 66210

Taylor Jones (CRD# 5155346) 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.

106
Gary S. Josephs
CRD#: 1670321
7755 Irvine Center Drive, Suite 500, Irvine, CA 92618

Gary Josephs (CRD# 1670321) is an Investment Advisor Representative working at Onedigital Investment Advisors in Irvine, CA and has over 36 years of experience in the finance industry.

107
Asa K. Kajihiro
CRD#: 4878639
11101 Switzer Road, Suite 200, Overland Park, KS 66210

Asa Kajihiro (CRD# 4878639) is an Investment Advisor Representative working at Onedigital Investment Advisors in Overland Park, KS and has over 19 years of experience in the finance industry.

108
John F. Kapek
CRD#: 845764
11101 Switzer Road, Suite 200, Overland Park, KS 66210

John Kapek (CRD# 845764) is an Investment Advisor Representative working at Onedigital Investment Advisors in Overland Park, KS and has over 30 years of experience in the finance industry.

109
James D. Kaplan
CRD#: 1184946
11101 Switzer Road, Suite 200, Overland Park, KS 66210

James Kaplan (CRD# 1184946) is an Investment Advisor Representative working at Onedigital Investment Advisors in Overland Park, KS and has over 40 years of experience in the finance industry.

110
Brandon T. Kempin
CRD#: 6216756
11101 Switzer Road, Suite 200, Overland Park, KS 66210

Brandon Kempin (CRD# 6216756) is an Investment Advisor Representative working at Onedigital Investment Advisors in Overland Park, KS and has over 10 years of experience in the finance industry.

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