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Joseph Alan Walter

Onedigital

Crystal Lake, IL

Overland Park, KS

CRD 7275363

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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:

Current Employers
Onedigital

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-06-30
IL RA APPROVED 2026-06-30
  • FL RA
    APPROVED
    Since 2026-06-30
  • IL RA
    APPROVED
    Since 2026-06-30

Branch Locations

Crystal Lake, IL • 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
Onedigital Investment Advisors Llc Overland Park KS 04/2024 Present
Sanctuary Wealth Miami FL 07/2020 01/2023
East Town Kitchen & Bar Milwaukee WI 11/2021 06/2023
Morettis Lake In The Hills IL 08/2019 09/2021
Jewel-Osco Cary IL 12/2017 08/2019
University Of Wisconsin - Milwaukee Milwaukee WI 06/2023 04/2024
Cary Grove High School Cary IL 06/2014 05/2018
  • 04/2024 → Present
    Onedigital Investment Advisors Llc
    Overland Park, KS
  • 07/2020 → 01/2023
    Sanctuary Wealth
    Miami, FL
  • 11/2021 → 06/2023
    East Town Kitchen & Bar
    Milwaukee, WI
  • 08/2019 → 09/2021
    Morettis
    Lake In The Hills, IL
  • 12/2017 → 08/2019
    Jewel-Osco
    Cary, IL
  • 06/2023 → 04/2024
    University Of Wisconsin - Milwaukee
    Milwaukee, WI
  • 06/2014 → 05/2018
    Cary Grove High School
    Cary, IL
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2023-12-21
S65 Uniform Investment Adviser Law Examination 2023-11-29
  • S63 Uniform Securities Agent State Law Examination
    2023-12-21
  • S65 Uniform Investment Adviser Law Examination
    2023-11-29
Other Names
  • Joe Walter

View on SEC IAPD

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