Kevin M Lyons

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

• 06/2016 → 09/2016
  Ubs
  Weehawken, NJ
• 09/2016 → 12/2021
  Generations Wealth Planning Llc
  Sarasota, FL
• 12/2016 → 09/2017
  International Assets Advisory, Llc
  Sarasota, FL
• 06/2017 → 03/2018
  Great Lakes & Atlantic Management
  Charlotte, NC
• 12/2021 → Present
  Onedigital Investment Advisors Llc
  Overland Park, KS

Previous Registrations

• 2018-04-23 → 2022-12-01
  Generations Wealth Planning Llc
  Sarasota, FL
• 2017-08-29 → 2018-07-11
  Hayden Royal
  Sarasota, FL
  Charlotte, NC

Exams

• S66 Uniform Combined State Law Examination
  2017-06-26

Other Names

• Kevin Lyons