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
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.