Richard Aaron Webdell

Current Employers

Employment History

• 12/2014 → 02/2017
  Lpl Financial, Llc
  Overland Park, KS
• 12/2014 → Present
  Onedigital Investment Advisors Llc
  Overland Park, KS
• 02/2017 → 08/2024
  Triad Advisors, Inc.
  Norcross, GA
• 08/2024 → Present
  Osaic Wealth, Inc.
  Overland Park, KS

Previous Registrations

• 2017-01-27 → 2017-03-02
  Lpl Financial Llc
  Overland Park, KS
• 2014-12-22 → 2014-12-31
  Onedigital
  Overland Park, KS
  Overland Park, KS
• 2012-08-15 → 2014-12-19
  Questar Asset Management, Inc.
  Minneapolis, MN
• 2002-08-01 → 2012-08-24
  Equitable Advisors, Llc
  Overland Park, KS
  Overland Park, KS

Other Businesses

1) Multiple companies;investment related;4860 College Blvd,Suite 100,Overland Park,KS 66211;life,accident and health insurance licensed producer;licensed producer;12/17/2014;5 hrs/month;5 hrs during trading;service,quote and provide life,disability and health insurance 3)Safe Home Finance Committee;not investment related;P.O. Box 4563,Overland Park,KS 66204;serve on the finance committee;committee member;1/10/2020;2 hrs/month;0 hrs during trading;review books and financial statements and report recommendations and feedback to the board 4)OneDigital;not investment related;200 Galleria Pkwy SE,Ste 1950,Atlanta,GA 30339;employee benefits;vice president wealth management;2/1/2020;160 hrs/month;6.5 hrs during trading;open,manage,and service investment accounts for clients 2) KVC HEALTH SYSTEMS POSITION: Foundation Board Member NATURE: 501(c)3 non profit INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 12/01/2025 ADDRESS: 21350 W. 153rd Street, Olathe KS 66061, United States DESCRIPTION: Member of the foundation board; provide feedback on organization finances, operations and promotional events to assist leadership.

Exams

• S66 Uniform Combined State Law Examination
  2002-03-08

Designations

Other Names

• Richard Webdell