Daniel J Yuftczak

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

• 11/2007 → 06/2019
  T. Rowe Price Investment Services, Inc.
  Tampa, FL
• 09/2019 → 06/2020
  Independent Financial Partners
  Tampa, FL
• 07/2020 → Present
  Onedigital Investment Advisors Llc
  Overland Park, KS
• 08/2019 → 06/2020
  Montgomery Retirement Plan Advisors
  Tampa, FL
• 08/2019 → 06/2020
  Fidelis Fiduciary Management
  Tampa, FL

Previous Registrations

• 2019-10-03 → 2020-07-20
  Independent Financial Partners
  Tampa, FL
  Saint Petersburg, FL
• 2009-06-12 → 2019-07-18
  T. Rowe Price Advisory Services, Inc.
  Tampa, FL

Exams

• S66 Uniform Combined State Law Examination
  2009-04-20
• S63 Uniform Securities Agent State Law Examination
  2008-10-06

Other Names

• Danie J Yuftuzak
• Daniel Yuftczak