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).

By the Numbers
  • Total Assets Under Management
    89,149
    MILLION
  • Total Number of Accounts
    25,199
    ACCOUNTS
  • Average Account Value
    $3,537,783
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 11 - 20 of 292 top financial advisors.
11
Mark L. Beaton
CRD#: 5722298
11101 Switzer Road, Suite 200, Overland Park, KS 66210

Mark Beaton (CRD# 5722298) 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.

12
Jonathan J. Bebe
CRD#: 6432091
Portland, OR

Jonathan Bebe (CRD# 6432091) is an Investment Advisor Representative working at Onedigital Investment Advisors in Portland, OR and has over 8 years of experience in the finance industry.

13
Christopher A. Benson
CRD#: 2554227
Centennial, CO

Christopher Benson (CRD# 2554227) is an Investment Advisor Representative working at Onedigital Investment Advisors in Centennial, CO and has over 14 years of experience in the finance industry.

14
Joseph R. Birkofer
CRD#: 2553233
3411 Richmond Avenue, Suite 750, Houston, TX 77046

Joseph Birkofer (CRD# 2553233) is an Investment Advisor Representative working at Onedigital Investment Advisors in Houston, TX and has over 29 years of experience in the finance industry.

15
Robert E. Bjorseth
CRD#: 3049549
11101 Switzer Road, Suite 200, Overland Park, KS 66210

Robert Bjorseth (CRD# 3049549) 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.

16
Robert T. Bockel
CRD#: 4516494
11101 Switzer Road, Suite 200, Overland Park, KS 66210

Robert Bockel (CRD# 4516494) is an Investment Advisor Representative working at Onedigital Investment Advisors in Overland Park, KS and has over 21 years of experience in the finance industry.

17
Katrina C. Boucher
CRD#: 5625989
4 West Red Oak Lane, Suite 300, White Plains, NY 10604

Katrina Boucher (CRD# 5625989) is an Investment Advisor Representative working at Onedigital Investment Advisors in White Plains, NY and has over 15 years of experience in the finance industry.

18
Jonas P. Boyer
CRD#: 7079718
11101 Switzer Road, Suite 200, Overland Park, KS 66210

Jonas Boyer (CRD# 7079718) is an Investment Advisor Representative working at Onedigital Investment Advisors in Overland Park, KS and has over 4 years of experience in the finance industry.

19
Gregory R. Bremer
CRD#: 4695268
11101 Switzer Road, Suite 200, Overland Park, KS 66210

Gregory Bremer (CRD# 4695268) 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.

20
Wesley R. Brown
CRD#: 3251052
2125 S. Broadway Suite 110, Santa Maria, CA 93454

Wesley Brown (CRD# 3251052) is an Investment Advisor Representative working at Onedigital Investment Advisors in Santa Maria, CA and has over 24 years of experience in the finance industry.

PREV ... 1 2 3 4 5 6 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.