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 21 - 30 of 291 top financial advisors.
21
Darren J. Burke
CRD#: 4789392
9276 Scranton Road, Suite 550, San Diego, CA 92122

Darren Burke (CRD# 4789392) is an Investment Advisor Representative working at Onedigital Investment Advisors in San Diego, CA and has over 19 years of experience in the finance industry.

22
Elizabeth A. Burney
CRD#: 2080757
200 Motor Pkwy., Suite A-7, Hauppauge, NY 11788

Elizabeth Burney (CRD# 2080757) is an Investment Advisor Representative working at Onedigital Investment Advisors in Hauppauge, NY and has over 33 years of experience in the finance industry.

23
Mary S. Caballero
CRD#: 4784661
11101 Switzer Road, Suite 200, Overland Park, KS 66210

Mary Caballero (CRD# 4784661) 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.

24
Katie P. Calpin
CRD#: 6017127
Four West Red Oak Lane, Suite 300, White Plains, NY 10604

Katie Calpin (CRD# 6017127) is an Investment Advisor Representative working at Onedigital Investment Advisors in White Plains, NY and has over 12 years of experience in the finance industry.

25
Gary H. Campbell
CRD#: 2581596
313 North Washington Street, Alexandria, VA 22314

Gary Campbell (CRD# 2581596) is an Investment Advisor Representative working at Onedigital Investment Advisors in Alexandria, VA and has over 29 years of experience in the finance industry.

26
Bryan D. Cannon
CRD#: 4404016
Park City, UT

Bryan Cannon (CRD# 4404016) is an Investment Advisor Representative working at Onedigital Investment Advisors in Park City, UT and has over 22 years of experience in the finance industry.

27
John K. Carey
CRD#: 5421393
11101 Switzer Road, Suite 200, Overland Park, KS 66210

John Carey (CRD# 5421393) is an Investment Advisor Representative working at Onedigital Investment Advisors in Overland Park, KS and has over 9 years of experience in the finance industry.

28
Robert J. Carr
CRD#: 1673962
3254 University Drive, Suite 190, Auburn Hills, MI 48326

Robert Carr (CRD# 1673962) is an Investment Advisor Representative working at Onedigital Investment Advisors in Auburn Hills, MI and has over 36 years of experience in the finance industry.

29
Steven R. Carter
CRD#: 4522907
1335 Durbin Station Court, Suite 504, St. Johns, FL 32259

Steven Carter (CRD# 4522907) is an Investment Advisor Representative working at Onedigital Investment Advisors in St. Johns, FL and has over 19 years of experience in the finance industry.

30
Michael J. Castner
CRD#: 1447618
7755 Irvine Center Drive, Suite 500, Irvine, CA 92618

Michael Castner (CRD# 1447618) is an Investment Advisor Representative working at Onedigital Investment Advisors in Irvine, CA and has over 38 years of experience in the finance industry.

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