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).

Current Firm Details
11101 Switzer Road, Suite 200, Overland Park, KS 66210
https://www.instagram.com/triad_financial_advisors/
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 161 - 170 of 293 top financial advisors.
161
Allie Rivera, financial advisor White Plains NY
Allie C. Rivera
CRD#: 5942504
4 West Red Oak Lane, Suite 300, White Plains, NY 10604

Allie Rivera (CRD# 5942504) is an Investment Advisor Representative working at Onedigital Investment Advisors in White Plains, NY and has over 9 years of experience in the finance industry.

162
Ruth Rivera, financial advisor Round Rock TX
Ruth Rivera
CRD#: 4081808
Round Rock, TX

Ruth Rivera (CRD# 4081808) is an Investment Advisor Representative working at Onedigital Investment Advisors in Round Rock, TX and has over 23 years of experience in the finance industry.

163
Laura Rogers, financial advisor Overland Park KS
Laura C. Rogers
CRD#: 2082446
11101 Switzer Road, Suite 200, Overland Park, KS 66210

Laura Rogers (CRD# 2082446) 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.

164
Michael Rosenthal, financial advisor Irvine CA
Michael A. Rosenthal
CRD#: 4577410
7755 Irvine Center Drive, Suite 500, Irvine, CA 92618

Michael Rosenthal (CRD# 4577410) is an Investment Advisor Representative working at Onedigital Investment Advisors in Irvine, CA and has over 21 years of experience in the finance industry.

165
Nicholas Rostykus, financial advisor Overland Park KS
Nicholas W. Rostykus
CRD#: 5818368
11101 Switzer Road, Suite 200, Overland Park, KS 66210

Nicholas Rostykus (CRD# 5818368) 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.

166
Patrick Rush, financial advisor Overland Park KS
Patrick N. Rush
CRD#: 2639709
11101 Switzer Road, Suite 200, Overland Park, KS 66210
Patrick Rush (CRD# 2639709) is an Investment Advisor Representative working at Triad Financial Advisors, Inc. in Greensboro, NC and has over 17 years of experience in the finance industry. Patrick Rush has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.
167
Victor Salazar, financial advisor Sugar Hill GA
Victor A. Salazar
CRD#: 5191433
Sugar Hill, GA

Victor Salazar (CRD# 5191433) is an Investment Advisor Representative working at Onedigital Investment Advisors in Sugar Hill, GA and has over 17 years of experience in the finance industry.

168
William Schafer, financial advisor Overland Park KS
William P. Schafer
CRD#: 5834875
11101 Switzer Road, Suite 200, Overland Park, KS 66210

William Schafer (CRD# 5834875) is an Investment Advisor Representative working at Onedigital Investment Advisors in Overland Park, KS and has over 12 years of experience in the finance industry.

169
Renee Scherzer, financial advisor Overland Park KS
Renee K. Scherzer
CRD#: 2317849
11101 Switzer Road, Suite 200, Overland Park, KS 66210

Renee Scherzer (CRD# 2317849) 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.

170
Laura Scobee, financial advisor Overland Park KS
Laura T. Scobee
CRD#: 1574913
11101 Switzer Road, Suite 200, Overland Park, KS 66210

Laura Scobee (CRD# 1574913) is an Investment Advisor Representative working at Onedigital Investment Advisors in Overland Park, KS and has over 37 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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