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).
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Total Assets Under Management107,102MILLION
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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
Katelynn Kendall (CRD# 5200492) is an Investment Advisor Representative working at Onedigital Investment Advisors in Overland Park, KS and has over 13 years of experience in the finance industry.
Katherine Kirchner (CRD# 5872994) is an Investment Advisor Representative working at Onedigital Investment Advisors in Overland Park, KS and has over 13 years of experience in the finance industry.
Matthew Kopsky (CRD# 1843676) is an Investment Advisor Representative working at Onedigital Investment Advisors in Clayton, MO and has over 30 years of experience in the finance industry.
David Kover (CRD# 1854836) is an Investment Advisor Representative working at Onedigital Investment Advisors in Naples, FL and has over 35 years of experience in the finance industry.
Edward Kratty (CRD# 1792182) is an Investment Advisor Representative working at Onedigital Investment Advisors in Overland Park, KS and has over 36 years of experience in the finance industry.
Evan Kress (CRD# 6692321) is an Investment Advisor Representative working at Onedigital Investment Advisors in Irvine, CA and has over 5 years of experience in the finance industry.
Sara Lamberto (CRD# 4953348) is an Investment Advisor Representative working at Onedigital Investment Advisors in Overland Park, KS and has over 17 years of experience in the finance industry.
Jordan Layer (CRD# 4154752) is an Investment Advisor Representative working at Onedigital Investment Advisors in Overland Park, KS and has over 24 years of experience in the finance industry.
Zachary Leedom (CRD# 6660596) is an Investment Advisor Representative working at Onedigital Investment Advisors in Anaheim Hills, CA and has over 7 years of experience in the finance industry.
Ronald Letaw (CRD# 4237701) is an Investment Advisor Representative working at Onedigital Investment Advisors in Overland Park, KS and has over 23 years of experience in the finance industry.