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
Sean Orick (CRD# 3124756) is an Investment Advisor Representative working at Onedigital Investment Advisors in Saint Petersburg, FL and has over 23 years of experience in the finance industry.
Thomas Parker (CRD# 1751436) is an Investment Advisor Representative working at Onedigital Investment Advisors in Chicago, IL and has over 30 years of experience in the finance industry.
Camay Pascucci (CRD# 3096284) is an Investment Advisor Representative working at Onedigital Investment Advisors in Danvers, MA and has over 25 years of experience in the finance industry.
Eric Patton (CRD# 5136912) is an Investment Advisor Representative working at Onedigital Investment Advisors in Castle Rock, CO and has over 17 years of experience in the finance industry.
Jennifer Pearson (CRD# 2813151) is an Investment Advisor Representative working at Clearview Advisory in Atlanta, GA and has over 20 years of experience in the financial services industry.
Daniel Peluse (CRD# 4769502) is an Investment Advisor Representative working at Onedigital Investment Advisors in Nashville, TN and has over 20 years of experience in the finance industry.
John Pomroy (CRD# 5586860) is an Investment Advisor Representative working at Onedigital Investment Advisors in St. Johns, FL and has over 14 years of experience in the finance industry.
Travis Power (CRD# 5689485) 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.
Joel Propst (CRD# 2029338) is an Investment Advisor Representative working at Onedigital Investment Advisors in Grand Junction, CO and has over 31 years of experience in the finance industry.
Mark Ray (CRD# 2036970) is an Investment Advisor Representative working at Onedigital Investment Advisors in Overland Park, KS and has over 33 years of experience in the finance industry.