Reid Scott Wilson

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

• 03/2011 → 07/2021
  The Vanguard Group, Inc
  Scottsdale, AZ
• 07/2021 → 11/2024
  Pensionmark Securities, Llc
  Tempe, AZ
• 07/2021 → 11/2024
  Pensionmark Financial Group
  Tempe, AZ
• 06/2026 → Present
  Onedigital Investment Advisors Llc
  Overland Park, KS
• 08/2021 → 06/2026
  World Investment Advisors, Llc
  Phoenix, AZ

Previous Registrations

• 2021-08-04 → 2026-06-23
  World Investment Advisors, Llc
  Tempe, AZ
  Tempe, AZ
  Phoenix, AZ
• 2007-08-20 → 2010-12-31
  Mml Investors Services, Llc
  Scottsdale, AZ
  Scottsdale, AZ

Other Businesses

5750 S King Salmon Ct., LLC; Non-Investment Related; 5750 S King Salmon St., Tucson, AZ 85706; Residential Property; Manager; 02/01/2017; 1 hour per month; 0 hours during trading hours; Interact with the professional property manager (pay bills) __|__ 5947 E 30th ST. LLC; Non-Investment Related; 5947 E 30th St., Tucson, AZ 85711; Residential Property; Manager; 09/01/2017; 1 hour per month; 0 hours during trading hours; Interact with the professional property manager (Pay bills) __|__ 1711 W Calle La Paz LLC; Non-Investment Related; Phoenix, AZ; Residential Property; Manager; 2/3/21; 1 hour per month; 0 hours during trading hours; Interact with the professional property manager __|__ 3202 S. Carson, LLC: Non-Investment Related; 3202 S Carson, Tucson, AZ; Residential Property; Manager; 10/01/2019; 1 hour per month; 0 hours during trading hours; Interact with the professional property manager (pay bills) __|__ 7301 E Fayette St. LLC; Non-Investment Related; 7301 E. Fayette St. Tuscon, AZ; Residential Property; Manager; 05/01/2019; 1 hour per month; 0 hours during trading hours; Interact with the professional property manager (pay bills) __|__ 12917 W Redfield Rd., LLC; Non-Investment Related; 12917 W Redfield, El Mirage, AZ 85335; Residential Property; Manager; 11/01/2018; 1 hour per month; 0 hours during trading hours; Interact with the professional property manager (pay bills).

Exams

• S66 Uniform Combined State Law Examination
  2007-07-30

Designations

• Chartered Financial Consultant

Other Names

• Reid Wilson