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 41 - 50 of 385 top financial advisors.
41
James L. Cattaneo
CRD#: 1102088
3254 University Drive, Suite 190, Auburn Hills, MI 48326

James Cattaneo (CRD# 1102088) is an Investment Advisor Representative working at Onedigital Investment Advisors in Auburn Hills, MI and has over 40 years of experience in the finance industry.

42
Saumen Chattopadhyay
CRD#: 4624565
11101 Switzer Road, Suite 200, Overland Park, KS 66210

Saumen Chattopadhyay (CRD# 4624565) is an Investment Advisor Representative working at Onedigital Investment Advisors in Overland Park, KS and has over 11 years of experience in the finance industry.

43
Barnett I. Chepenik
CRD#: 803738
429 S. Keller Road, Suite 310, Orlando, FL 32810

Barnett Chepenik (CRD# 803738) is an Investment Advisor Representative working at Onedigital Investment Advisors in Orlando, FL and has over 35 years of experience in the finance industry.

44
Jason K. Chepenik
CRD#: 2559515
11101 Switzer Road, Suite 200, Overland Park, KS 66210

Jason Chepenik (CRD# 2559515) is an Investment Advisor Representative working at Onedigital Investment Advisors in Overland Park, KS and has over 29 years of experience in the finance industry.

45
Shane P. Christiansen
CRD#: 3002444
6967 South River Gate Drive, Suite 102, Midvale, UT 84047

Shane Christiansen (CRD# 3002444) is an Investment Advisor Representative working at Onedigital Investment Advisors in Midvale, UT and has over 26 years of experience in the finance industry.

46
Shawna D. Christiansen
CRD#: 5082420
11101 Switzer Road, Suite 200, Overland Park, KS 66210

Shawna Christiansen (CRD# 5082420) is an Investment Advisor Representative working at Onedigital Investment Advisors in Overland Park, KS and has over 18 years of experience in the finance industry.

47
Sean M. Ciemiewicz
CRD#: 3086309
288 E Jewett, Suite 400, White Salmon, WA 98672

Sean Ciemiewicz (CRD# 3086309) is an Investment Advisor Representative working at Onedigital Investment Advisors in White Salmon, WA and has over 25 years of experience in the finance industry.

48
Graham C. Clarke
CRD#: 5691681
11101 Switzer Road, Suite 200, Overland Park, KS 66210

Graham Clarke (CRD# 5691681) is an Investment Advisor Representative working at Onedigital Investment Advisors in Overland Park, KS and has over 14 years of experience in the finance industry.

49
Alan Cole
CRD#: 4190547
333 Riverwood Parkway, Suite 400, Atlanta, GA 30339

Alan Cole (CRD# 4190547) is an Investment Advisor Representative working at Onedigital Investment Advisors in Atlanta, GA and has over 19 years of experience in the finance industry.

50
Christopher T. Conyers
CRD#: 2544798
11101 Switzer Road, Suite 200, Overland Park, KS 66210

Christopher Conyers (CRD# 2544798) 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.

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