David John Gagnon

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

Authority	Category	Status	Date
MA	RA	APPROVED	2025-04-23

MA RA
APPROVED

Since 2025-04-23

Branch Locations

Newburyport, MA • United States

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

281 Main Street Floor 2, Reading, MA 01867 • 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

Organization	City	State	From	To
Adp	Boston	MA	10/2013	03/2025
Gw Financial	Reading	MA	10/2020	03/2025
Onedigital Investment Advisors Llc	Overland Park	KS	04/2025	Present
M Holdings Securities, Inc.	Portland	OR	01/2021	Present

10/2013 → 03/2025

Adp

Boston, MA
10/2020 → 03/2025

Gw Financial

Reading, MA
04/2025 → Present

Onedigital Investment Advisors Llc

Overland Park, KS
01/2021 → Present

M Holdings Securities, Inc.

Portland, OR

Other Businesses

1) Fixed insurance sales and service; investment related; 281 MAIN STREET, READING, MA 01867; sales and service of non-variable insurance products; agent; 12/19/2022; 4 hrs/month; 1 hr during trading; sales and service of non-variable insurance products

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2021-02-12

S66 Uniform Combined State Law Examination

2021-02-12

Other Names

Dave Gagnon

View on SEC IAPD