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
Kelley Snook (CRD# 2437169) is an Investment Advisor Representative working at Onedigital Investment Advisors in Auburn Hills, MI and has over 30 years of experience in the finance industry.
Victor Solis (CRD# 4883056) is an Investment Advisor Representative working at Onedigital Investment Advisors in Hauppauge, NY and has over 19 years of experience in the finance industry.
Keri Spanier (CRD# 2774387) is an Investment Advisor Representative working at Onedigital Investment Advisors in Walnut Creek, CA and has over 24 years of experience in the finance industry.
Caroline Stegman (CRD# 4639290) is an Investment Advisor Representative working at Onedigital Investment Advisors in Overland Park, KS and has over 19 years of experience in the finance industry.
Jania Stout (CRD# 2779830) is an Investment Advisor Representative working at Onedigital Investment Advisors in Baltimore, MD and has over 27 years of experience in the finance industry.
Landon Strickland (CRD# 6749049) 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.
Arlo Sullivan (CRD# 2209899) is an Investment Advisor Representative working at Onedigital Investment Advisors in San Luis Obispo, CA and has over 32 years of experience in the finance industry.
Mark Sullivan (CRD# 7001902) is an Investment Advisor Representative working at Onedigital Investment Advisors in Danvers, MA and has over 5 years of experience in the finance industry.
Kevin Swanson (CRD# 2528342) 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.
Tristan Talley (CRD# 3254728) 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.