Adam James Hager

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

• 06/2023 → 08/2024
  Regions Bank
  Charlotte, NC
• 05/2022 → 08/2022
  Regions Bank
  Charlotte, NC
• 06/2021 → 12/2021
  Sas
  Cary, NC
• 05/2019 → 08/2020
  City Barbeque
  Cary, NC
• 06/2018 → 08/2018
  Financial Strategies Group
  Cary, NC
• 09/2024 → 04/2025
  Financial Strategies Group
  Apex, NC
• 08/2014 → 05/2023
  Student
  Raleigh, NC
• 09/2024 → Present
  Osaic Wealth Inc
  Apex, NC
• 04/2025 → Present
  Onedigital Investment Advisors Llc
  Overland Park, KS

Other Businesses

1. Fixed insurance sales and service; investment related; 2021 Shepards Vineyard Drive, Suite 100, Apex, NC 27502; sales and service of non-variable insurance products; agent; 2/3/2025; 160 hrs/month; 160 hr during trading; sales and service of non-variable insurance products __|__ 2. ONEDIGITAL INVESTMENT ADVISORS LLC; INVESTMENT RELATED; 2021 SHEPARDS VINEYARD DRIVE SUITE 100, APEX, NC 27502; IAR; 4/1/2025; 160 HRS/MONTH; 160 HOURS DURING TRADING; INVESTMENT ADVISORY BUSINESS 3. ONEDIGITAL INVESTMENT ADVISORS POSITION: Wealth Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 04/01/2025 ADDRESS: 2021 Shepherds Vineyard Drive, Suite 100, Apex NC 27502, United States DESCRIPTION: Identifying financial resources and planning needs for clients and prospects as they relate to financial objectives and risk tolerance to develop a comprehensive financial plan and deliver ongoing fiduciary advice. Communicating the financial planning process and investment decisions or recommendations as it relates to clients' financial plans. Conducting periodic reviews with clients to update their plans, address any questions, discuss accounts, and give advice as questions arise or updates are made to their financial plan.

Exams

• S66 Uniform Combined State Law Examination
  2024-12-10

Other Names

• Adam Hager