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Michael David Hess

Onedigital

Painesville, OH

Overland Park, KS

Medina, OH

CRD 4684147

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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:

Current Employers
Onedigital

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

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2024-05-20
  • OH RA
    APPROVED
    Since 2024-05-20

Branch Locations

Painesville, OH • United States

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
Charles Schwab Richfield OH 06/2003 12/2020
Huntington National Bank Fairlawn OH 12/2020 06/2023
Onedigital Investment Advisors Overland Park KS 07/2023 Present
  • 06/2003 → 12/2020
    Charles Schwab
    Richfield, OH
  • 12/2020 → 06/2023
    Huntington National Bank
    Fairlawn, OH
  • 07/2023 → Present
    Onedigital Investment Advisors
    Overland Park, KS
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-04-15
  • S65 Uniform Investment Adviser Law Examination
    2024-04-15
Other Names
  • Michael Hess

View on SEC IAPD

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