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 51 - 60 of 292 top financial advisors.
51
William C. Doran
CRD#: 1583307
11101 Switzer Road, Suite 200, Overland Park, KS 66210

William Doran (CRD# 1583307) is an Investment Advisor Representative working at Onedigital Investment Advisors in Overland Park, KS and has over 37 years of experience in the finance industry.

52
Daniel T. Dubois
CRD#: 1468923
11101 Switzer Road, Suite 200, Overland Park, KS 66210

Daniel Dubois (CRD# 1468923) is an Investment Advisor Representative working at Onedigital Investment Advisors in Overland Park, KS and has over 36 years of experience in the finance industry.

53
Timothy A. Engelhart
CRD#: 1066101
11101 Switzer Road, Suite 200, Overland Park, KS 66210

Timothy Engelhart (CRD# 1066101) is an Investment Advisor Representative working at Onedigital Investment Advisors in Overland Park, KS and has over 32 years of experience in the finance industry.

54
Jerry W. Ericson
CRD#: 4703173
8706 South 700 East Suite 104, Sandy, UT 84070

Jerry Ericson (CRD# 4703173) is an Investment Advisor Representative working at Onedigital Investment Advisors in Sandy, UT and has over 20 years of experience in the finance industry.

55
Sharon P. Eskew
CRD#: 5193091
11101 Switzer Road, Suite 200, Overland Park, KS 66210

Sharon Eskew (CRD# 5193091) 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.

56
Alex J. Esposito
CRD#: 6812751
11101 Switzer Road, Suite 200, Overland Park, KS 66210

Alex Esposito (CRD# 6812751) is an Investment Advisor Representative working at Onedigital Investment Advisors in Overland Park, KS and has over 6 years of experience in the finance industry.

57
Michael N. Esselman
CRD#: 5845345
8706 South 700 East, Suite 104, Sandy, UT 84070

Michael Esselman (CRD# 5845345) is an Investment Advisor Representative working at Onedigital Investment Advisors in Sandy, UT and has over 13 years of experience in the finance industry.

58
Elaine J. Featherstone
CRD#: 1276542
3254 University Drive, Suite 190, Auburn Hills, MI 48326

Elaine Featherstone (CRD# 1276542) is an Investment Advisor Representative working at Onedigital Investment Advisors in Auburn Hills, MI and has over 23 years of experience in the finance industry.

59
Elmer R. Ferguson
CRD#: 4249474
1450 Maria Lane, Suite 400, Walnut Creek, CA 94596

Elmer Ferguson (CRD# 4249474) 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.

60
Gregory A. Fiore
CRD#: 2683219
11101 Switzer Road, Suite 200, Overland Park, KS 66210

Gregory Fiore (CRD# 2683219) 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.

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