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 121 - 130 of 293 top financial advisors.
121
Justin Levonyak
CRD#: 6570676
11101 Switzer Road, Suite 200, Overland Park, KS 66210

Justin Levonyak (CRD# 6570676) is an Investment Advisor Representative working at Onedigital Investment Advisors in Overland Park, KS and has over 7 years of experience in the finance industry.

122
John W. Lindquist
CRD#: 1222805
11101 Switzer Road, Suite 200, Overland Park, KS 66210

John Lindquist (CRD# 1222805) is an Investment Advisor Representative working at Onedigital Investment Advisors in Overland Park, KS and has over 8 years of experience in the finance industry.

123
Jerry F. Lynch
CRD#: 3079013
11101 Switzer Road, Suite 200, Overland Park, KS 66210

Jerry Lynch (CRD# 3079013) is an Investment Advisor Representative working at Onedigital Investment Advisors in Overland Park, KS and has over 25 years of experience in the finance industry.

124
Kevin M. Lyons
CRD#: 6509704
1819 Main Street, Suite 106, Sarasota, FL 34236

Kevin Lyons (CRD# 6509704) is an Investment Advisor Representative working at Onedigital Investment Advisors in Sarasota, FL and has over 6 years of experience in the finance industry.

125
Robert E. Lyons
CRD#: 1020415
11101 Switzer Road, Suite 200, Overland Park, KS 66210

Robert Lyons (CRD# 1020415) is an Investment Advisor Representative working at Onedigital Investment Advisors in Overland Park, KS and has over 41 years of experience in the finance industry.

126
Patrice M. Macgibbon
CRD#: 1215140
10900 Wayzata Blvd, Suite 620, Minnetonka, MN 55305

Patrice Macgibbon (CRD# 1215140) is an Investment Advisor Representative working at Onedigital Investment Advisors in Minnetonka, MN and has over 40 years of experience in the finance industry.

127
Richard S. Magill
CRD#: 1889017
11101 Switzer Road, Suite 200, Overland Park, KS 66210

Richard Magill (CRD# 1889017) is an Investment Advisor Representative working at Onedigital Investment Advisors in Overland Park, KS and has over 27 years of experience in the finance industry.

128
Kevin M. Major
CRD#: 6351189
921 East Fort Avenue, Suite 230, Baltimore, MD 21230

Kevin Major (CRD# 6351189) is an Investment Advisor Representative working at Onedigital Investment Advisors in Baltimore, MD and has over 5 years of experience in the finance industry.

129
Michael L. Markovic
CRD#: 2129117
921 East Fort Avenue, Suite 230, Baltimore, MD 21235

Michael Markovic (CRD# 2129117) is an Investment Advisor Representative working at Onedigital Investment Advisors in Baltimore, MD and has over 21 years of experience in the finance industry.

130
Graham C. Marshall
CRD#: 3167641
5049 Edwards Ranch Road, 4th Floor, Fort Worth, TX 76109

Graham Marshall (CRD# 3167641) is an Investment Advisor Representative working at Onedigital Investment Advisors in Fort Worth, TX and has over 24 years of experience in the finance industry.

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