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 141 - 150 of 293 top financial advisors.
141
Vincent L. Morris
CRD#: 2444990
11101 Switzer Road, Suite 200, Overland Park, KS 66210

Vincent Morris (CRD# 2444990) 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.

142
Carey B. Morrison
CRD#: 2771673
11101 Switzer Road, Suite 200, Overland Park, KS 66210

Carey Morrison (CRD# 2771673) is an Investment Advisor Representative working at Onedigital Investment Advisors in Overland Park, KS and has over 27 years of experience in the finance industry.

143
Gregory J. Mortenson
CRD#: 2281494
11101 Switzer Road, Suite 200, Overland Park, KS 66210

Gregory Mortenson (CRD# 2281494) is an Investment Advisor Representative working at Onedigital Investment Advisors in Overland Park, KS and has over 31 years of experience in the finance industry.

144
Michael E. Neaton
CRD#: 5886946
3254 University Drive, Suite 190, Auburn Hills, MI 48326

Michael Neaton (CRD# 5886946) is an Investment Advisor Representative working at Onedigital Investment Advisors in Auburn Hills, MI and has over 12 years of experience in the finance industry.

145
Edward L. Nell
CRD#: 2673926
11101 Switzer Road, Suite 200, Overland Park, KS 66210

Edward Nell (CRD# 2673926) 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.

146
John Nemmers
CRD#: 6900150
11101 Switzer Road, Suite 200, Overland Park, KS 66210

John Nemmers (CRD# 6900150) is an Investment Advisor Representative working at Onedigital Investment Advisors in Overland Park, KS and has 1 year of experience in the finance industry.

147
Neil C. Netoskie
CRD#: 1991548
11101 Switzer Road, Suite 200, Overland Park, KS 66210

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.

148
Javin T. Nohara
CRD#: 6833076
11101 Switzer Road, Suite 200, Overland Park, KS 66210

Javin Nohara (CRD# 6833076) is an Investment Advisor Representative working at Onedigital Investment Advisors in Overland Park, KS and has over 6 years of experience in the finance industry.

149
Jeffrey E. Nordt
CRD#: 6383502
11101 Switzer Road, Suite 200, Overland Park, KS 66210

Jeffrey Nordt (CRD# 6383502) is an Investment Advisor Representative working at Onedigital Investment Advisors in Overland Park, KS and has over 9 years of experience in the finance industry.

150
Larry S. O'callaghan
CRD#: 2671685
2028 Village Lane, Suite 106, Solvang, CA 93463

Larry O'callaghan (CRD# 2671685) is an Investment Advisor Representative working at Onedigital Investment Advisors in Solvang, CA and has over 28 years of experience in the finance industry.

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