Best Investors
Account
Sign in
Onedigital CRD 106766
$155B regulatory AUM 175 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2024-05-30 |
Branch Locations
11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Onedigital Investment Advisors Llc | Overland Park | KS | 07/2023 | Present |
| Chemical Bank | Byron Center | MI | 05/2016 | 01/2018 |
| Huntington Bank (Formerly Chemical Bank And Then Tcf Bank) | Byron Center | MI | 01/2018 | 06/2023 |
Do Better Business Co. dba Sand Bar & Grill ; Not Investment Related ; 11368 M-179 HWY, Middleville, MI 49333; Restaurant ; President; Owner; 5/10/2023 ; formed C-Corp 2022 ; 60 hours/mo ; 0 hours devoted during securities trading hours ; Owner/Business Admin responsible for payroll, accounts-receivable, and accounts-payable for regular business activities ___|___ Be Better Business LLC dba Southern Spoon ; Not Investment Related; 11332 M-179 HWY, Middleville, MI 49333; Restaurant ; Sole Member; Owner; 3/31/2025; formed C-Corp 2025; 20 hours/mo ; 0 hours devoted during securities trading hours ; I am responsible for payroll, accounts receivable and accounts payable for regular business activities. ___|___ Gun Lake Business Association; Not Investment Related; Wayland, MI 49348; Trustee; 1/1/2025; 8 hours/mo devoted; 0 hours during securities trading hours; Support Gun Lake Community businesses. Primarily plan events for the Gun Lake Community, such as Fall Fest, Winter Fest and most recently a community art installation: Painted Peninsula. ___|___ Fixed insurance sales and service; investment related; Wayland, MI, 49348; sales and service of non-variable insurance products; agent; 03/27/2019; 4 hrs/month; 1 hr during trading; sales and service of non-variable insurance products.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-05-30 |
| S66 | Uniform Combined State Law Examination | 2011-08-11 |
Reach out to this advisor