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Steven Bert Wright

Onedigital

Portland, OR

Overland Park, KS

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Current Employers
Onedigital

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

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2025-11-19
  • OR RA
    APPROVED
    Since 2025-11-19

Branch Locations

Portland, OR • United States

11101 Switzer Road Suite 200, Overland Park, KS 66210 • 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
Advisory Services & Investments, Llc Medford OR 08/2006 12/2021
Asi Wealth Management & Consulting Services Bend OR 12/2021 12/2024
Onedigital Investment Advisors Llc Overland Park KS 07/2024 Present
  • 08/2006 → 12/2021
    Advisory Services & Investments, Llc
    Medford, OR
  • 12/2021 → 12/2024
    Asi Wealth Management & Consulting Services
    Bend, OR
  • 07/2024 → Present
    Onedigital Investment Advisors Llc
    Overland Park, KS
Previous Registrations
  • 2006-09-19 → 2024-12-31
    Asi Wealth Management & Consulting Services
    Lake Oswego, OR
    Bend, OR
  • 2001-03-05 → 2006-08-21
    Stancorp Investment Advisers, Inc.
    Portland, OR
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2002-11-25
S65 Uniform Investment Adviser Law Examination 2000-11-29
  • S63 Uniform Securities Agent State Law Examination
    2002-11-25
  • S65 Uniform Investment Adviser Law Examination
    2000-11-29
Other Names
  • Steve Wright
  • Steven B Wright

View on SEC IAPD

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