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Nicole Marie Wolfe

Onedigital

Overland Park, KS

Medina, OH

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Current Employers
Onedigital

11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2024-03-08
  • OH RA
    APPROVED
    Since 2024-03-08

Branch Locations

11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States

1133 Medina Road Suite 300, Medina, OH 44256 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Huntington National Bank Canton OH 01/2018 01/2020
Charles Schwab Retirement Plan Services Richfield OH 07/1999 01/2018
The Huntington Investment Company Columbus OH 01/2018 01/2020
The Huntington National Bank Canton OH 01/2020 06/2022
The Huntington Investment Company Columbus OH 01/2020 06/2022
Huntington National Bank Canton OH 06/2022 06/2023
The Huntington Investment Company Columbus OH 06/2022 06/2023
Onedigital Investment Advisors Llc Overland Park KS 07/2023 Present
  • 01/2018 → 01/2020
    Huntington National Bank
    Canton, OH
  • 07/1999 → 01/2018
    Charles Schwab Retirement Plan Services
    Richfield, OH
  • 01/2018 → 01/2020
    The Huntington Investment Company
    Columbus, OH
  • 01/2020 → 06/2022
    The Huntington National Bank
    Canton, OH
  • 01/2020 → 06/2022
    The Huntington Investment Company
    Columbus, OH
  • 06/2022 → 06/2023
    Huntington National Bank
    Canton, OH
  • 06/2022 → 06/2023
    The Huntington Investment Company
    Columbus, OH
  • 07/2023 → Present
    Onedigital Investment Advisors Llc
    Overland Park, KS
Other Businesses

JRC POSITION: Board Member NATURE: Board Member / Committee Member INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 1 START DATE: 10/04/2022 ADDRESS: 3300 Parkway St NW, Canton OH 44708, United States DESCRIPTION: I am on the BOD of JRC, serving on the Finance Committee. JRC is a non-profit that provides services to seniors and pre-school age children. The Finance Committee does not have the authority to make decisions, only recommendations to which the entire board votes on. I will refrain from voting on any recommendations that pose a conflict of interest with OneDigital.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-03-08
  • S65 Uniform Investment Adviser Law Examination
    2024-03-08
Other Names
  • Nicole Marie Martin
  • Nicole Marie Martin

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