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 31 - 40 of 292 top financial advisors.
31
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.

32
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.

33
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.

34
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.

35
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.

36
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.

37
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.

38
Christopher T. Conyers
CRD#: 2544798
180 Mt. Airy Road, Suite 203, Basking Ridge, NJ 07920

Christopher Conyers (CRD# 2544798) is an Investment Advisor Representative working at Onedigital Investment Advisors in Basking Ridge, NJ and has over 6 years of experience in the finance industry.

39
Javier E. Cordero Conde
CRD#: 3209551
11101 Switzer Road, Suite 200, Overland Park, KS 66210

Javier Cordero Conde (CRD# 3209551) 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.

40
Brandon J. Cutler
CRD#: 6555020
11101 Switzer Road, Suite 200, Overland Park, KS 66210

Brandon Cutler (CRD# 6555020) 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.

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