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 201 - 210 of 294 top financial advisors.
201
Darin B. Wassmann
CRD#: 2891824
154 W. Oakland Ave., Doylestown, PA 18901

Darin Wassmann (CRD# 2891824) is an Investment Advisor Representative working at Onedigital Investment Advisors in Doylestown, PA and has over 26 years of experience in the finance industry.

202
Christopher A. Watson
CRD#: 5832783
Dublin, OH

Christopher Watson (CRD# 5832783) is an Investment Advisor Representative working at Onedigital Investment Advisors in Dublin, OH and has over 2 years of experience in the finance industry.

203
Richard A. Webdell
CRD#: 4428731
11101 Switzer Road, Suite 200, Overland Park, KS 66210

Richard Webdell (CRD# 4428731) is an Investment Advisor Representative working at Onedigital Investment Advisors in Overland Park, KS and has over 22 years of experience in the finance industry.

204
Carol J. Weems
CRD#: 4654144
11101 Switzer Road, Suite 200, Overland Park, KS 66210

Carol Weems (CRD# 4654144) is an Investment Advisor Representative working at Onedigital Investment Advisors in Overland Park, KS and has over 20 years of experience in the finance industry.

205
Nathan D. White
CRD#: 4271801
1450 Maria Lane, Suite 400, Walnut Creek, CA 94596

Nathan White (CRD# 4271801) is an Investment Advisor Representative working at Onedigital Investment Advisors in Walnut Creek, CA and has over 23 years of experience in the finance industry.

206
Chad J. Wilson
CRD#: 4583974
921 East Fort Avenue, Suite 230, Baltimore, MD 21237

Chad Wilson (CRD# 4583974) is an Investment Advisor Representative working at Onedigital Investment Advisors in Baltimore, MD and has over 21 years of experience in the finance industry.

207
Douglas T. Wilson
CRD#: 6087194
222 Rosewood Drive, 2nd Floor, Danvers, MA 01923

Douglas Wilson (CRD# 6087194) is an Investment Advisor Representative working at Onedigital Investment Advisors in Danvers, MA and has over 11 years of experience in the finance industry.

208
Julie H. Wilson
CRD#: 3116179
11101 Switzer Road, Suite 200, Overland Park, KS 66210

Julie Wilson (CRD# 3116179) is an Investment Advisor Representative working at Onedigital Investment Advisors in Overland Park, KS and has over 25 years of experience in the finance industry.

209
Peter B. Wolk
CRD#: 834738
Miami Beach, FL

Peter Wolk (CRD# 834738) is an Investment Advisor Representative working at Onedigital Investment Advisors in Miami Beach, FL and has over 38 years of experience in the finance industry.

210
Rylen T. Yamamoto
CRD#: 5585187
11101 Switzer Road, Suite 200, Overland Park, KS 66210

Rylen Yamamoto (CRD# 5585187) 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.

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