Milo Jasper Goss

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

• 02/2015 → 10/2017
  Lpl Financial
  Sandy, UT
• 02/2015 → 10/2017
  Independent Financial Partners
  Sandy, UT
• 09/2017 → Present
  Onedigital Investment Advisors Llc
  Overland Park, KS
• 10/2017 → 04/2020
  Triad Advisors, Inc.
  Norcross, GA

Previous Registrations

• 2015-09-15 → 2017-10-10
  Independent Financial Partners
  Sandy, UT
  Sandy, UT

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-09-14
• S63 Uniform Securities Agent State Law Examination
  2003-12-15

Other Names

• Mj Goss
• Milo J Goss