Bryan David Cannon

Employer firm

Onedigital CRD 106766

$155B regulatory AUM 175 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2011 → 12/2016
  Avant-Garde Advisors Llc
  Columbine Valley, CO
• 01/2016 → 07/2018
  Wealthsource Partners, Llc
  Columbine Valley, CO
• 08/2018 → 09/2024
  Wealthsource Partners, Llc
  Park City, UT
• 11/2018 → 03/2019
  Vail Resorts Inc.
  Park City, UT
• 01/2024 → Present
  Onedigital Investment Advisors Llc
  Overland Park, KS

Previous Registrations

• 2016-03-18 → 2024-10-26
  Wealthsource®
  Columbine Valley, CO
  Park City, UT
  Park City, UT
  Park City, UT
  Park City, UT
• 2011-08-03 → 2016-12-15
  Avant-Garde Advisors Llc
  Centennial, CO
• 2008-12-03 → 2011-08-05
  Ubs Financial Services Inc.
  Denver, CO
  Weehawken, NJ
  Denver, CO
  Denver, CO
• 2008-11-20 → 2008-12-01
  Ubs Financial Services Inc.
  Denver, CO
  Denver, CO
• 2001-10-29 → 2008-11-20
  Alliancebernstein L.P.
  San Francisco, CA

Exams

• S66 Uniform Combined State Law Examination
  2001-07-18

Designations

• Chartered Financial Analyst