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 131 - 140 of 293 top financial advisors.
131
John W. Marske
CRD#: 1349330
3623 N. Elm Street, Suite 102, Greensboro, NC 27455

John Marske (CRD# 1349330) is an Investment Advisor Representative working at Onedigital Investment Advisors in Greensboro, NC and has over 27 years of experience in the finance industry.

132
Patricia J. McCandless
CRD#: 2866521
11101 Switzer Road, Suite 200, Overland Park, KS 66210

Patricia McCandless (CRD# 2866521) 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.

133
Daniel M. McCarthy
CRD#: 4726536
180 Mt. Airy Road, Suite 203, Basking Ridge, NJ 07920

Daniel McCarthy (CRD# 4726536) is an Investment Advisor Representative working at Onedigital Investment Advisors in Basking Ridge, NJ and has over 11 years of experience in the finance industry.

134
Michael T. McDaid
CRD#: 5665809
11101 Switzer Road, Suite 200, Overland Park, KS 66210

Michael McDaid (CRD# 5665809) is an Investment Advisor Representative working at Onedigital Investment Advisors in Overland Park, KS and has over 7 years of experience in the finance industry.

135
Thomas J. McEvoy
CRD#: 1431067
11101 Switzer Road, Suite 200, Overland Park, KS 66210

Thomas McEvoy (CRD# 1431067) 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.

136
Amy E. Melander
CRD#: 4692263
Aurora, CO

Amy Melander (CRD# 4692263) is an Investment Advisor Representative working at Onedigital Investment Advisors in Aurora, CO and has over 20 years of experience in the finance industry.

137
Michael J. Minton
CRD#: 2392682
11101 Switzer Road, Suite 200, Overland Park, KS 66210

Michael Minton (CRD# 2392682) is an Investment Advisor Representative working at Onedigital Investment Advisors in Overland Park, KS and has over 29 years of experience in the finance industry.

138
John M. Moderson
CRD#: 6241362
11101 Switzer Road, Suite 200, Overland Park, KS 66210

John Moderson (CRD# 6241362) 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.

139
David M. Montgomery
CRD#: 4985656
14502 N Dale Mabry Highway, Suite 200, Tampa, FL 33618

David Montgomery (CRD# 4985656) is an Investment Advisor Representative working at Onedigital Investment Advisors in Tampa, FL and has over 17 years of experience in the finance industry.

140
David T. Morehead
CRD#: 5381710
9276 Scranton Road, Suite 550, San Diego, CA 92122

David Morehead (CRD# 5381710) is an Investment Advisor Representative working at Onedigital Investment Advisors in San Diego, CA and has over 16 years of experience in the finance industry.

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