Stewart Bale (CRD# 7270261) is an Investment Advisor Representative working at Onedigital Investment Advisors in Overland Park, KS and has over 3 years of experience in the finance industry.
CRD# 2074636
Financial Partners Group, Inc.
CRD# 1380183
Creative Planning
CRD# 5216324
Mariner Wealth
Company Name | Location | Dates | Years |
---|---|---|---|
Onedigital Investment Advisors LLC | Overland Park, KS | Jan 2024 - Current | < 1 |
Wealthsource Partners, LLC | Grand Junction, CO | May 2022 - Current | 1 |
Northwestern Mutual Wealth Management Company | Grand Junction, CO | Apr 2021 - Apr 2022 | 1 |
Northwestern Mutual Investment Services, LLC | Co Spgs (01/21-03/21); Grand Jct (03/21-04/22), CO | Jan 2021 - Apr 2022 | 1 |
The Northwestern Mutual Life Insurance Company | Co Spgs (06/20-03/21); Grand Jct (03/21-04/22), CO | Jun 2020 - Apr 2022 | 1 |
Air Force Academy Foundation | Usaf Academy, CO | Dec 2019 - May 2020 | < 1 |
University Of Kansas Athletics | Lawrence, KS | Jun 2018 - Nov 2019 | 1 |
Chempoint.com Inc. | Bellevue, WA | May 2017 - Jun 2018 | 1 |
Autoliv Asp, Inc. | Ogden, UT | May 2016 - May 2017 | 1 |
U.s. Air Force | Hill Afb, UT | Jul 2012 - Jul 2016 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Mar 2021 |
S65 | NASAA Investment Advisors Law Examination | Sep 2022 |
- CO
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Total Assets Under Management107,102MILLIONS
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Total Number of Accounts57,121ACCOUNTS
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Average Account Value$1,875,008
- 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
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