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 81 - 90 of 292 top financial advisors.
81
Robert C. Greulich
CRD#: 737124
11101 Switzer Road, Suite 200, Overland Park, KS 66210

Robert Greulich (CRD# 737124) 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.

82
David T. Griffin
CRD#: 3129684
3333 Riverwood Parkway, Suite 400, Atlanta, GA 30339

David Griffin (CRD# 3129684) is an Investment Advisor Representative working at Onedigital Investment Advisors in Atlanta, GA and has over 25 years of experience in the finance industry.

83
Richard J. Groebl
CRD#: 2210932
11101 Switzer Road, Suite 200, Overland Park, KS 66210

Richard Groebl (CRD# 2210932) is an Investment Advisor Representative working at Onedigital Investment Advisors in Overland Park, KS and has over 31 years of experience in the finance industry.

84
Timothy A. Groebl
CRD#: 2456543
11101 Switzer Road, Suite 200, Overland Park, KS 66210

Timothy Groebl (CRD# 2456543) 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.

85
Keith A. Guertin
CRD#: 5114052
11101 Switzer Road, Suite 200, Overland Park, KS 66210

Keith Guertin (CRD# 5114052) is an Investment Advisor Representative working at Onedigital Investment Advisors in Overland Park, KS and has over 17 years of experience in the finance industry.

86
Bradford E. Harris
CRD#: 1013683
11101 Switzer Rd., Suite 200, Overland Park, KS 66210

Bradford Harris (CRD# 1013683) is an Investment Advisor Representative working at Onedigital Investment Advisors in Overland Park, KS and has over 42 years of experience in the finance industry.

87
Troy W. Haugen
CRD#: 3267066
7150 E. Camelback Road, Suite 444, Scottsdale, AZ 85251

Troy Haugen (CRD# 3267066) is an Investment Advisor Representative working at Onedigital Investment Advisors in Scottsdale, AZ and has over 23 years of experience in the finance industry.

88
Davee N. Hazama
CRD#: 3197620
3333 S Brea Canyon Road, Suite 100, Diamond Bar, CA 91765

Davee Hazama (CRD# 3197620) is an Investment Advisor Representative working at Onedigital Investment Advisors in Diamond Bar, CA and has over 24 years of experience in the finance industry.

89
Matthew J. Hedley
CRD#: 5445640
9954 Maryland Dr., Suite 2200, Richmond, VA 23233

Matthew Hedley (CRD# 5445640) is an Investment Advisor Representative working at Onedigital Investment Advisors in Richmond, VA and has over 10 years of experience in the finance industry.

90
Gary D. Hensley
CRD#: 2637188
8706 South 700 East, Suite 104, Sandy, UT 84070

Gary Hensley (CRD# 2637188) is an Investment Advisor Representative working at Onedigital Investment Advisors in Sandy, UT and has over 28 years of experience in the finance industry.

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