Onedigital Investment Advisors
Onedigital Investment Advisors (CRD# 106766) is a financial advisory firm headquartered in Overland Park, KS. They manage $89,148,595,824 in 25,199 accounts and serve the financial needs of clients across 52 states (or territories).
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Total Assets Under Management89,149MILLION
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Total Number of Accounts25,199ACCOUNTS
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Average Account Value$3,537,783
- 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
Darrell Alford (CRD# 1397636) is an Investment Advisor Representative working at Onedigital Investment Advisors in San Diego, CA and has over 31 years of experience in the finance industry.
Thomas Alford (CRD# 5698146) is an Investment Advisor Representative working at Onedigital Investment Advisors in San Diego, CA and has over 14 years of experience in the finance industry.
Frederic Amberg (CRD# 3140269) is an Investment Advisor Representative working at Onedigital Investment Advisors in Scottsdale, AZ and has over 25 years of experience in the finance industry.
Chad Anderson (CRD# 3180213) 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.
David Anderson (CRD# 2233923) is an Investment Advisor Representative working at Onedigital Investment Advisors in Auburn Hills, MI and has over 31 years of experience in the finance industry.
Cindy Autry (CRD# 5584435) is an Investment Advisor Representative working at Onedigital Investment Advisors in Winston Salem, NC and has over 15 years of experience in the finance industry.
Dorothy Aydlett (CRD# 5296322) is an Investment Advisor Representative working at Onedigital Investment Advisors in Greensboro, NC and has over 15 years of experience in the finance industry. Dorothy Aydlett 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 put clients' interests first and comply with the Financial Planning Practice Standards.
Matthew Barbera (CRD# 2249400) is an Investment Advisor Representative working at Onedigital Investment Advisors in Downers Grove, IL and has over 31 years of experience in the finance industry.
Bradley Barinsky (CRD# 6008668) 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. Bradley Barinsky 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 put clients' interests first and comply with the Financial Planning Practice Standards.
Donald Bateman (CRD# 4022892) is an Investment Advisor Representative working at Onedigital Investment Advisors in Knoxville, TN and has over 24 years of experience in the finance industry.