Best Investors Account Sign in
Inactive

Beth Ann Mcpherson

Onedigital

Overland Park, KS

Overland Park, KS

Claim This Profile
Current Employers
Onedigital

11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States

Current Registrations

AuthorityCategoryStatusDate
KS RA APPROVED 2024-09-13
  • KS RA
    APPROVED
    Since 2024-09-13

Branch Locations

11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States

11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Retirement Benefits Group San Diego CA 09/2014 Present
Onedigital Investment Advisors Llc Overland Park KS 02/2020 Present
  • 09/2014 → Present
    Retirement Benefits Group
    San Diego, CA
  • 02/2020 → Present
    Onedigital Investment Advisors Llc
    Overland Park, KS
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-10-26
S63 Uniform Securities Agent State Law Examination 2007-08-31
  • S65 Uniform Investment Adviser Law Examination
    2020-10-26
  • S63 Uniform Securities Agent State Law Examination
    2007-08-31
Other Names
  • Beth Ann Trantolo
  • Beth Ann Trantolo

View on SEC IAPD

Other Firms

MARINER
MARINER INDEPENDENT
MARINER WEALTH
MARINER
PCG WEALTH MANAGEMENT
MARINER ADVISOR NETWORK
ASPEN PRIVATE CREDIT MANAGER, LLC
AMERIPRISE FINANCIAL SERVICES, LLC

Other Investors

ALANA DENNEY SCOTT
MARK RICHARD VLASIC
MATTHEW DOUGLAS FISHER
LISA BRINIG
KATRINA DELORES RADENBERG
JAMES KENNETH VIERS
DEANN MICHELE ELMORE
BRETT CHRISTOPHER KUNSHEK

Other Offices

MARINER · OVERLAND PARK, KS
MARINER INDEPENDENT · OVERLAND PARK, KS
MARINER WEALTH · OVERLAND PARK, KS
MARINER · OVERLAND PARK,, KS
PCG WEALTH MANAGEMENT · OVERLAND PARK, KS
MARINER ADVISOR NETWORK · OVERLAND PARK, KS
ASPEN PRIVATE CREDIT MANAGER, LLC · OVERLAND PARK, KS
AMERIPRISE FINANCIAL SERVICES, LLC · Overland Park, KS

More in Overland Park, KS

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor